CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.46M
3
+$5.07M
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.74M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.69M

Top Sells

1
+$1.71M
2
+$1.52M
3
+$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.15%
2,482
-125
127
$1.11M 0.14%
12,214
+3,173
128
$1.09M 0.14%
9,343
+106
129
$1.08M 0.14%
10,902
-1,818
130
$1.06M 0.14%
3,549
-109
131
$1.04M 0.14%
16,455
-600
132
$1.04M 0.14%
9,961
+1,060
133
$1.04M 0.14%
402
-14
134
$1.04M 0.13%
30,781
-269
135
$1.03M 0.13%
4,076
-15
136
$1.01M 0.13%
10,371
-3,039
137
$1.01M 0.13%
1,729
-105
138
$1M 0.13%
5,878
-1,228
139
$995K 0.13%
6,428
-80
140
$994K 0.13%
4,906
-106
141
$990K 0.13%
2,434
-243
142
$990K 0.13%
6,670
+45
143
$988K 0.13%
2,096
-226
144
$979K 0.13%
9,481
-284
145
$954K 0.12%
3,643
-169
146
$952K 0.12%
39,395
-265
147
$945K 0.12%
9,754
-45
148
$931K 0.12%
7,659
+1,577
149
$930K 0.12%
30,892
-2,883
150
$923K 0.12%
12,913
-155
4 5
6
7 8