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 Healthcare 11.36%
2 Consumer Staples 11.31%
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
126
$526K 0.11%
+9,178
127
$514K 0.11%
+11,340
128
$500K 0.1%
+6,393
129
$488K 0.1%
+11,682
130
$478K 0.1%
+33,600
131
$473K 0.1%
+7,822
132
$467K 0.1%
+5,643
133
$443K 0.09%
+39,312
134
$440K 0.09%
+5,314
135
$432K 0.09%
+4,376
136
$422K 0.09%
+41,658
137
$421K 0.09%
+17,814
138
$413K 0.09%
+12,720
139
$412K 0.09%
+56,550
140
$410K 0.09%
+6,453
141
$407K 0.09%
+6,665
142
$403K 0.08%
+7,215
143
$398K 0.08%
+11,800
144
$394K 0.08%
+3,987
145
$392K 0.08%
+11,788
146
$391K 0.08%
+34,120
147
$391K 0.08%
+7,352
148
$385K 0.08%
+8,000
149
$378K 0.08%
+8,596
150
$367K 0.08%
+11,300
4 5
6
7 8