CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.46M
3
+$5.07M
4
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.74M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.69M

Top Sells

1
+$1.71M
2
+$1.52M
3
+$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$599K 0.08%
6,778
+1,542
202
$598K 0.08%
5,676
-7,422
203
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19,464
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204
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20,340
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205
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206
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207
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208
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209
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211
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213
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1
214
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7,505
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215
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216
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4,150
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$466K 0.06%
9,085
-8,790
225
$451K 0.06%
5,216
-90
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10 11