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
$428M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.6M
3
+$1.53M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.2M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$3.69M
2
+$2.79M
3
+$2.53M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.27M
5
WMT icon
Walmart Inc
WMT
+$1.29M

Sector Composition

1 Healthcare 15.79%
2 Consumer Staples 13.19%
3 Consumer Discretionary 10.3%
4 Technology 9.77%
5 Industrials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$490K 0.11%
3,344
+427
127
$487K 0.11%
+3,949
128
$481K 0.11%
4,000
129
$474K 0.11%
4,100
130
$466K 0.11%
14,967
-2,908
131
$455K 0.11%
10,871
-2,219
132
$450K 0.11%
3,154
-411
133
$450K 0.11%
8,660
-3,135
134
$440K 0.1%
5,808
-193
135
$437K 0.1%
1,841
136
$434K 0.1%
10,915
-300
137
$396K 0.09%
5,969
-1,378
138
$390K 0.09%
8,755
-2,048
139
$385K 0.09%
7,300
-800
140
$377K 0.09%
8,492
-2,350
141
$377K 0.09%
+5,331
142
$375K 0.09%
5,500
-1,140
143
$372K 0.09%
18,273
-3,369
144
$357K 0.08%
3,140
-11,288
145
$354K 0.08%
7,134
146
$335K 0.08%
+10,164
147
$332K 0.08%
+9,322
148
$330K 0.08%
7,000
149
$329K 0.08%
+11,192
150
$327K 0.08%
4,065
-910
4 5
6
7 8