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
201
$219K 0.05%
+15,321
202
$217K 0.05%
+2,608
203
$215K 0.04%
+4,175
204
$215K 0.04%
+2,333
205
$211K 0.04%
+15,500
206
$211K 0.04%
+3,198
207
$209K 0.04%
+11,000
208
$209K 0.04%
+7,330
209
$206K 0.04%
+4,130
210
$206K 0.04%
+11,155
211
$202K 0.04%
+2,772
212
$202K 0.04%
+21,532
213
$196K 0.04%
+10,329
214
$186K 0.04%
+12,010
215
$180K 0.04%
+10,148
216
$162K 0.03%
+12,000
217
$139K 0.03%
+10,000
218
$137K 0.03%
+10,609
219
$115K 0.02%
+1,011
220
$91K 0.02%
+4,429
221
$71K 0.01%
+15,000
222
$60K 0.01%
+10,000
223
$22K ﹤0.01%
+1,000
5 6 7 8
9