CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$15.2M
3
+$14.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$14.2M
5
T icon
AT&T
T
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.36%
2 Healthcare 11.36%
3 Energy 10.79%
4 Technology 10.4%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.76%
+61,922
52
$3.52M 0.74%
+45,771
53
$3.48M 0.73%
+61,301
54
$3.46M 0.72%
+32,930
55
$3.42M 0.71%
+59,632
56
$3.37M 0.7%
+98,110
57
$3.36M 0.7%
+52,462
58
$3.25M 0.68%
+36,104
59
$3.14M 0.66%
+50,598
60
$3M 0.63%
+77,362
61
$2.98M 0.62%
+85,642
62
$2.76M 0.58%
+39,886
63
$2.73M 0.57%
+84,176
64
$2.71M 0.57%
+52,810
65
$2.64M 0.55%
+108,931
66
$2.44M 0.51%
+46,234
67
$2.43M 0.51%
+41,151
68
$2.38M 0.5%
+42,167
69
$2.32M 0.48%
+32,328
70
$2.15M 0.45%
+30,202
71
$2.08M 0.43%
+24,489
72
$2.08M 0.43%
+45,975
73
$1.89M 0.4%
+24,451
74
$1.83M 0.38%
+53,021
75
$1.82M 0.38%
+17,267
1 2
3
4 5