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
126
$786K 0.1%
796
127
$784K 0.1%
2,720
+1,400
128
$761K 0.1%
1,620
129
$759K 0.1%
3,700
-250
130
$756K 0.1%
4,249
-2,840
131
$744K 0.1%
3,248
-70
132
$728K 0.1%
5,122
-290
133
$719K 0.09%
10,160
-576
134
$703K 0.09%
3,418
-143
135
$699K 0.09%
5,729
136
$688K 0.09%
2,775
-50
137
$657K 0.09%
12,169
-1,567
138
$650K 0.09%
36,945
+12,375
139
$648K 0.08%
2,499
-11
140
$638K 0.08%
6,433
141
$636K 0.08%
7,776
142
$596K 0.08%
5,962
-39
143
$575K 0.08%
2,137
+85
144
$562K 0.07%
15,242
-7,924
145
$555K 0.07%
2,620
-100
146
$534K 0.07%
2,675
-2,072
147
$487K 0.06%
5,300
-508
148
$469K 0.06%
6,099
-2,740
149
$451K 0.06%
1,848
+848
150
$447K 0.06%
2,023
-178
4 5
6
7 8