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
$431M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
BWXT icon
BWX Technologies
BWXT
+$1.06M

Top Sells

1
+$4.24M
2
+$1.32M
3
+$1.23M
4
MMM icon
3M
MMM
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.13M

Sector Composition

1 Healthcare 14.4%
2 Consumer Staples 10.39%
3 Energy 9.94%
4 Consumer Discretionary 9.76%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-15,000
227
– –
-5,750
228
– –
-3,960
6 7 8 9
10