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
126
$847K 0.11%
2,666
+167
127
$828K 0.1%
796
128
$784K 0.1%
+3,292
129
$784K 0.1%
+1,443
130
$774K 0.1%
5,729
131
$746K 0.09%
4,249
132
$729K 0.09%
1
133
$718K 0.09%
3,222
-196
134
$711K 0.09%
3,600
-100
135
$699K 0.09%
5,776
+2,638
136
$695K 0.09%
7,776
137
$686K 0.09%
2,775
138
$685K 0.09%
10,060
-100
139
$682K 0.08%
2,137
140
$677K 0.08%
+117
141
$668K 0.08%
5,962
142
$629K 0.08%
2,208
143
$618K 0.08%
2,654
+34
144
$611K 0.08%
+49,895
145
$563K 0.07%
+2,688
146
$555K 0.07%
2,441
+1,381
147
$546K 0.07%
30,667
-6,278
148
$539K 0.07%
+72,295
149
$534K 0.07%
3,098
-150
150
$519K 0.06%
14,547
-695
4 5
6
7 8