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
151
$366K 0.08%
+8,024
152
$362K 0.08%
+5,928
153
$359K 0.08%
+34,200
154
$358K 0.07%
+8,094
155
$350K 0.07%
+6,888
156
$344K 0.07%
+7,796
157
$335K 0.07%
+8,540
158
$327K 0.07%
+9,496
159
$324K 0.07%
+8,000
160
$323K 0.07%
+3,620
161
$323K 0.07%
+11,664
162
$319K 0.07%
+4,300
163
$312K 0.07%
+18,135
164
$309K 0.06%
+5,399
165
$306K 0.06%
+9,000
166
$304K 0.06%
+3,533
167
$300K 0.06%
+3,327
168
$291K 0.06%
+3,251
169
$291K 0.06%
+2,950
170
$284K 0.06%
+4,605
171
$280K 0.06%
+7,134
172
$279K 0.06%
+21,813
173
$277K 0.06%
+4,703
174
$274K 0.06%
+5,618
175
$265K 0.06%
+4,500
5 6
7
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