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
101
$881K 0.18%
+7,868
102
$880K 0.18%
+5,485
103
$868K 0.18%
+25,624
104
$844K 0.18%
+10,942
105
$841K 0.18%
+13,178
106
$833K 0.17%
+30,500
107
$812K 0.17%
+7,260
108
$781K 0.16%
+16,100
109
$769K 0.16%
+17,155
110
$763K 0.16%
+22,550
111
$715K 0.15%
+7,372
112
$686K 0.14%
+6,695
113
$658K 0.14%
+7,605
114
$639K 0.13%
+8,724
115
$636K 0.13%
+18,646
116
$633K 0.13%
+22,174
117
$620K 0.13%
+7,250
118
$607K 0.13%
+27,663
119
$597K 0.12%
+14,026
120
$583K 0.12%
+9,350
121
$583K 0.12%
+11,705
122
$555K 0.12%
+32,494
123
$552K 0.12%
+15,530
124
$532K 0.11%
+10,494
125
$529K 0.11%
+7,466
3 4
5
6 7