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
76
$1.79M 0.37%
+87,712
77
$1.76M 0.37%
+209,297
78
$1.63M 0.34%
+24,651
79
$1.6M 0.33%
+56,350
80
$1.54M 0.32%
+41,900
81
$1.52M 0.32%
+57,162
82
$1.48M 0.31%
+25,770
83
$1.47M 0.31%
+12,770
84
$1.43M 0.3%
+26,196
85
$1.37M 0.29%
+55,050
86
$1.3M 0.27%
+20,628
87
$1.28M 0.27%
+20,314
88
$1.2M 0.25%
+10,975
89
$1.19M 0.25%
+28,752
90
$1.19M 0.25%
+14,412
91
$1.15M 0.24%
+47,131
92
$1.13M 0.24%
+17,179
93
$1.12M 0.23%
+25,345
94
$1.07M 0.22%
+11,456
95
$1.03M 0.22%
+33,575
96
$1.01M 0.21%
+8,521
97
$986K 0.21%
+30,360
98
$961K 0.2%
+41,610
99
$940K 0.2%
+10,335
100
$884K 0.18%
+22,580
2 3
4
5 6