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
101
$1.38M 0.18%
60,125
+7,660
102
$1.37M 0.18%
4,464
-379
103
$1.36M 0.18%
16,042
-620
104
$1.36M 0.18%
12,353
-1,287
105
$1.35M 0.18%
15,104
-65
106
$1.33M 0.17%
4,966
-50
107
$1.33M 0.17%
5,133
-558
108
$1.23M 0.16%
3,742
+58
109
$1.2M 0.16%
42,345
-1,765
110
$1.14M 0.15%
27,297
+100
111
$1.09M 0.14%
20,880
+4,005
112
$1.06M 0.14%
6,052
-20
113
$1.06M 0.14%
2,280
-10
114
$1.05M 0.14%
17,942
-470
115
$1.04M 0.14%
+40,190
116
$1.03M 0.14%
+28,780
117
$970K 0.13%
8,843
-2,199
118
$917K 0.12%
11,634
119
$903K 0.12%
11,933
+5,913
120
$896K 0.12%
4,117
-4,125
121
$880K 0.12%
4,000
-1,075
122
$869K 0.11%
18,979
-180
123
$866K 0.11%
4,466
+621
124
$798K 0.1%
1
125
$794K 0.1%
19,021
-3,825
3 4
5
6 7