CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$2.83M
3
+$2.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.83M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.79M

Top Sells

1
+$8.28M
2
+$7.98M
3
+$4.5M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.31M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.72M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.19%
28,630
+7,750
102
$1.47M 0.18%
5,215
-119
103
$1.46M 0.18%
14,483
+2,130
104
$1.44M 0.18%
3,717
-25
105
$1.44M 0.18%
5,133
106
$1.42M 0.18%
55,932
-20,345
107
$1.39M 0.17%
10,422
+1,579
108
$1.39M 0.17%
+1,743
109
$1.29M 0.16%
9,735
-143
110
$1.27M 0.16%
43,841
+1,496
111
$1.25M 0.16%
3,680
-784
112
$1.22M 0.15%
13,611
-2,275
113
$1.13M 0.14%
6,083
+31
114
$1.09M 0.14%
17,642
-300
115
$1.07M 0.13%
22,604
+3,583
116
$1.05M 0.13%
11,417
-4,625
117
$1.05M 0.13%
12,545
+612
118
$1.04M 0.13%
2,036
+416
119
$961K 0.12%
18,274
-705
120
$950K 0.12%
23,268
121
$939K 0.12%
4,000
122
$934K 0.12%
3,064
+344
123
$918K 0.11%
4,155
+38
124
$914K 0.11%
4,466
125
$864K 0.11%
14,397
+2,228
3 4
5
6 7