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
$764M
AUM Growth
-$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.98M
3
+$2.63M
4
NEM icon
Newmont
NEM
+$2.2M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Top Sells

1
+$3.83M
2
+$2.97M
3
+$2.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.3M
5
ACN icon
Accenture
ACN
+$2.1M

Sector Composition

1 Technology 18.38%
2 Healthcare 16.7%
3 Financials 12.86%
4 Consumer Discretionary 7.48%
5 Consumer Staples 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.21M 0.55%
70,126
+4,910
52
$4.18M 0.55%
31,579
+5,614
53
$4.17M 0.55%
16,788
-2,171
54
$4.02M 0.53%
6,540
-319
55
$3.66M 0.48%
21,455
-4,075
56
$3.59M 0.47%
29,435
+9,815
57
$3.49M 0.46%
35,359
+551
58
$3.42M 0.45%
110,285
+55,920
59
$3.38M 0.44%
5,861
-545
60
$3.36M 0.44%
46,881
-6,053
61
$3.3M 0.43%
30,245
+84
62
$3.17M 0.41%
6,799
-867
63
$2.89M 0.38%
8,010
+1,346
64
$2.87M 0.38%
113,065
+8,968
65
$2.75M 0.36%
10,121
+25
66
$2.66M 0.35%
37,489
-3,197
67
$2.44M 0.32%
4,796
-61
68
$2.38M 0.31%
6,196
-2,985
69
$2.37M 0.31%
15,438
-3,676
70
$2.37M 0.31%
24,154
-300
71
$2.36M 0.31%
14,358
-100
72
$2.32M 0.3%
12,922
-1,910
73
$2.28M 0.3%
17,255
-3,062
74
$2.2M 0.29%
76,277
-9,380
75
$2.2M 0.29%
+45,590
1 2
3
4 5