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
151
$325K 0.08%
3,075
152
$324K 0.08%
5,725
-1,302
153
$324K 0.08%
+7,081
154
$323K 0.08%
3,935
155
$317K 0.07%
3,818
-23
156
$316K 0.07%
5,000
157
$306K 0.07%
6,654
-1,245
158
$306K 0.07%
6,261
-1,389
159
$303K 0.07%
5,060
-1,073
160
$289K 0.07%
3,108
+25
161
$289K 0.07%
5,000
162
$289K 0.07%
6,036
163
$288K 0.07%
+398
164
$283K 0.07%
2,626
-498
165
$275K 0.06%
2,401
-1,616
166
$273K 0.06%
1,400
167
$272K 0.06%
11,460
168
$267K 0.06%
+1,939
169
$264K 0.06%
2,427
-498
170
$258K 0.06%
9,348
-530
171
$249K 0.06%
2,739
-962
172
$246K 0.06%
+1,516
173
$236K 0.06%
2,550
174
$218K 0.05%
+2,565
175
$217K 0.05%
+2,175
4 5 6
7
8