CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.81M
3
+$2.29M
4
FDX icon
FedEx
FDX
+$1.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.17M

Top Sells

1
+$1.34M
2
+$1.34M
3
+$1.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$996K
5
T icon
AT&T
T
+$986K

Sector Composition

1 Technology 20.38%
2 Healthcare 17.78%
3 Financials 10.27%
4 Consumer Discretionary 8.7%
5 Industrials 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$608K 0.09%
2,826
-1,696
202
$599K 0.09%
17,524
+566
203
$582K 0.08%
11,394
-190
204
$580K 0.08%
4,039
-192
205
$578K 0.08%
+25,241
206
$570K 0.08%
6,997
-19
207
$552K 0.08%
8,370
-141
208
$546K 0.08%
12,372
-1,708
209
$546K 0.08%
9,129
+234
210
$539K 0.08%
30,518
-2,857
211
$534K 0.08%
4,330
-73
212
$524K 0.08%
+647
213
$519K 0.08%
6,200
214
$518K 0.07%
1
-2
215
$516K 0.07%
6,296
-106
216
$512K 0.07%
8,764
-169
217
$497K 0.07%
18,858
+8,308
218
$495K 0.07%
12,196
+4,506
219
$494K 0.07%
28,290
220
$494K 0.07%
+5,231
221
$489K 0.07%
3,985
+225
222
$476K 0.07%
1,963
+205
223
$472K 0.07%
4,941
-408
224
$462K 0.07%
3,843
-161
225
$453K 0.07%
6,099
+12
7 8
9
10 11