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
76
$2.17M 0.28%
16,983
-145
77
$2.15M 0.28%
21,723
-225
78
$2.09M 0.27%
5,980
-110
79
$2M 0.26%
44,089
+13,392
80
$1.98M 0.26%
9,475
+990
81
$1.9M 0.25%
26,925
+22,211
82
$1.88M 0.25%
18,320
+1,831
83
$1.86M 0.24%
6,074
-1,938
84
$1.85M 0.24%
25,415
-1,035
85
$1.78M 0.23%
12,171
+2,345
86
$1.75M 0.23%
13,002
-25
87
$1.69M 0.22%
33,450
+6,850
88
$1.67M 0.22%
4,495
-35
89
$1.67M 0.22%
15,886
+7
90
$1.66M 0.22%
58,075
+10,175
91
$1.63M 0.21%
1,748
-1,059
92
$1.62M 0.21%
11,588
-365
93
$1.6M 0.21%
17,086
-12,561
94
$1.59M 0.21%
32,255
+10,915
95
$1.58M 0.21%
14,961
-49
96
$1.57M 0.21%
5,334
-1,251
97
$1.54M 0.2%
14,566
-145
98
$1.5M 0.2%
5,442
-91
99
$1.48M 0.19%
9,878
-16,010
100
$1.41M 0.19%
18,575
+390
2 3
4
5 6