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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.05%
5,487
-1,630
227
$406K 0.05%
6,600
-3,016
228
$403K 0.05%
3,891
+366
229
$401K 0.05%
2,944
-593
230
$397K 0.05%
11,070
+191
231
$391K 0.05%
10,495
-1,385
232
$387K 0.05%
3,455
-9,078
233
$383K 0.05%
+12,728
234
$377K 0.05%
+2,464
235
$370K 0.05%
4,160
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236
$370K 0.05%
6,036
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237
$367K 0.05%
1,673
-1,663
238
$365K 0.05%
+4,250
239
$363K 0.05%
1,400
-21
240
$363K 0.05%
+1,702
241
$358K 0.04%
772
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242
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243
$344K 0.04%
6,615
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244
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245
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246
$338K 0.04%
8,558
-6,850
247
$335K 0.04%
+7,397
248
$328K 0.04%
14,950
-14,000
249
$323K 0.04%
6,000
-671
250
$316K 0.04%
+911
8 9
10
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