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
176
$302K 0.04%
6,460
+1,000
177
$286K 0.04%
34,800
178
$283K 0.04%
1,576
179
$277K 0.04%
1,250
-250
180
$272K 0.04%
3,030
-175
181
$263K 0.03%
2,208
182
$258K 0.03%
1,060
-6,873
183
$257K 0.03%
2,842
-3,723
184
$256K 0.03%
3,250
+50
185
$254K 0.03%
+1,000
186
$246K 0.03%
2,650
187
$246K 0.03%
8,745
188
$242K 0.03%
2,815
-20
189
$241K 0.03%
3,215
-3,054
190
$240K 0.03%
357
-2,572
191
$239K 0.03%
+1,195
192
$235K 0.03%
2,505
193
$231K 0.03%
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194
$224K 0.03%
7,305
-3,250
195
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+4,172
196
$213K 0.03%
1,822
-3,093
197
$213K 0.03%
+2,900
198
$209K 0.03%
5,500
199
$204K 0.03%
606
-3,946
200
$203K 0.03%
+4,440
6 7
8
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