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
76
$1.75M 0.41%
10,682
-554
77
$1.7M 0.4%
24,520
-12
78
$1.62M 0.38%
32,465
79
$1.6M 0.37%
14,158
-467
80
$1.48M 0.35%
23,723
-1,528
81
$1.41M 0.33%
36,300
+3,675
82
$1.34M 0.31%
30,210
83
$1.34M 0.31%
31,534
+11,822
84
$1.33M 0.31%
48,041
-6,600
85
$1.3M 0.3%
15,715
+1,025
86
$1.24M 0.29%
22,241
+291
87
$1.23M 0.29%
20,584
88
$1.16M 0.27%
6,945
-15
89
$1.15M 0.27%
+8,814
90
$1.08M 0.25%
21,649
+16,931
91
$1.06M 0.25%
8,017
-19,052
92
$1.06M 0.25%
25,244
-4,561
93
$915K 0.21%
8,932
-200
94
$907K 0.21%
6,911
95
$884K 0.21%
27,560
96
$847K 0.2%
4,730
+2,167
97
$840K 0.2%
8,124
-738
98
$820K 0.19%
+9,211
99
$774K 0.18%
5,736
-573
100
$752K 0.18%
15,755
-8,550
2 3
4
5 6