CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.83M
3
+$2.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.79M

Top Sells

1
+$8.28M
2
+$7.98M
3
+$4.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.31M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.72M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.99M 0.5%
32,177
-3,182
52
$3.78M 0.47%
28,190
+10,710
53
$3.68M 0.46%
10,295
+174
54
$3.45M 0.43%
21,675
+220
55
$3.42M 0.43%
30,175
-1,404
56
$3.42M 0.43%
73,839
+1,570
57
$3.31M 0.41%
28,032
-1,403
58
$3.26M 0.41%
46,116
-765
59
$3.16M 0.39%
6,733
-66
60
$3.12M 0.39%
7,353
-657
61
$3.08M 0.38%
29,691
-554
62
$3.08M 0.38%
53,216
+26,291
63
$2.94M 0.37%
+93,500
64
$2.93M 0.36%
101,625
+61,435
65
$2.9M 0.36%
22,922
-71,900
66
$2.83M 0.35%
48,549
+2,959
67
$2.76M 0.34%
28,312
+2,897
68
$2.66M 0.33%
12,828
-94
69
$2.56M 0.32%
20,039
+3,056
70
$2.55M 0.32%
4,827
+31
71
$2.53M 0.31%
10,079
+604
72
$2.52M 0.31%
18,723
+1,468
73
$2.46M 0.31%
11,253
-335
74
$2.42M 0.3%
15,198
-240
75
$2.36M 0.29%
23,779
+2,056
1 2
3
4 5