CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.6M
3
+$1.53M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$3.69M
2
+$2.79M
3
+$2.53M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.27M
5
WMT icon
Walmart
WMT
+$1.29M

Sector Composition

1 Healthcare 15.79%
2 Consumer Staples 13.19%
3 Consumer Discretionary 10.3%
4 Technology 9.85%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.69%
22,385
+3,345
52
$2.96M 0.69%
162,763
+3,800
53
$2.92M 0.68%
18,226
-30
54
$2.91M 0.68%
19,849
-741
55
$2.86M 0.67%
25,551
-5,904
56
$2.83M 0.66%
41,720
-725
57
$2.74M 0.64%
25,504
+9,211
58
$2.66M 0.62%
77,680
+5,490
59
$2.65M 0.62%
33,727
+22,180
60
$2.64M 0.62%
24,739
-2,050
61
$2.61M 0.61%
36,982
-15
62
$2.52M 0.59%
22,400
-827
63
$2.39M 0.56%
45,917
+20,075
64
$2.36M 0.55%
17,920
-3,672
65
$2.35M 0.55%
25,827
-2,005
66
$2.31M 0.54%
9,782
+5,103
67
$2.13M 0.5%
39,601
-4,341
68
$2.06M 0.48%
23,413
-2,700
69
$1.98M 0.46%
15,710
70
$1.98M 0.46%
14,612
-3,617
71
$1.91M 0.45%
24,390
+472
72
$1.85M 0.43%
54,765
+12,411
73
$1.76M 0.41%
30,799
-228
74
$1.76M 0.41%
10,592
+105
75
$1.76M 0.41%
48,666
-300
1 2
3
4 5