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
176
$264K 0.06%
+3,921
177
$264K 0.06%
+3,065
178
$263K 0.06%
+2,287
179
$262K 0.05%
+4,590
180
$261K 0.05%
+15,241
181
$259K 0.05%
+7,019
182
$258K 0.05%
+5,200
183
$256K 0.05%
+6,812
184
$256K 0.05%
+3,155
185
$256K 0.05%
+5,709
186
$254K 0.05%
+6,720
187
$254K 0.05%
+8,874
188
$252K 0.05%
+3,179
189
$250K 0.05%
+4,938
190
$249K 0.05%
+764
191
$247K 0.05%
+2,563
192
$245K 0.05%
+6,088
193
$244K 0.05%
+3,686
194
$242K 0.05%
+3,960
195
$241K 0.05%
+3,767
196
$238K 0.05%
+6,974
197
$237K 0.05%
+2,300
198
$233K 0.05%
+4,800
199
$231K 0.05%
+3,517
200
$229K 0.05%
+652,680
5 6 7
8
9