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
$835M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$9.09M
2
+$8.93M
3
+$4.68M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.97M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.57M

Top Sells

1
+$15M
2
+$9.95M
3
+$1.2M
4
IT icon
Gartner
IT
+$1.12M
5
AZO icon
AutoZone
AZO
+$1.04M

Sector Composition

1 Technology 19.01%
2 Healthcare 17.13%
3 Financials 10.58%
4 Consumer Discretionary 8.42%
5 Energy 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 5.92%
94,060
+17,297
2
$45.5M 5.45%
58,436
+524
3
$36.7M 4.4%
213,966
-3,913
4
$35.9M 4.3%
85,229
+571
5
$21M 2.52%
75,333
-1,314
6
$20.9M 2.51%
114,859
+3,938
7
$15.5M 1.86%
34,063
-259
8
$14.8M 1.78%
35,295
+3,533
9
$14.2M 1.7%
70,872
-747
10
$12.9M 1.54%
81,316
+1,283
11
$12M 1.43%
66,385
+5,878
12
$11.9M 1.43%
132,240
+6,350
13
$10.7M 1.28%
20,496
+388
14
$10.6M 1.27%
64,918
-165
15
$10M 1.2%
20,826
+479
16
$10M 1.2%
98,795
-1,220
17
$9.87M 1.18%
22,240
+689
18
$9.87M 1.18%
47,405
+9,463
19
$9.5M 1.14%
24,775
-160
20
$9.43M 1.13%
27,208
-3,470
21
$9.38M 1.12%
80,710
+1,453
22
$8.93M 1.07%
+81,129
23
$8.88M 1.06%
78,085
+75
24
$8.86M 1.06%
56,186
+604
25
$8.14M 0.97%
28,863
+96
1
2 3 4 5