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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$448K 0.06%
30,669
-440
227
$447K 0.06%
1,799
+97
228
$439K 0.05%
7,715
-7,627
229
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2,495
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230
$435K 0.05%
+13,032
231
$420K 0.05%
7,570
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232
$414K 0.05%
1,617
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233
$408K 0.05%
691
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234
$407K 0.05%
14,318
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235
$405K 0.05%
2,376
-49
236
$392K 0.05%
4,466
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237
$386K 0.05%
7,650
-2,935
238
$385K 0.05%
2,743
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239
$382K 0.05%
5,265
-5,499
240
$380K 0.05%
4,902
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241
$367K 0.05%
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242
$360K 0.04%
17,215
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243
$356K 0.04%
1,424
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244
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245
$347K 0.04%
+3,451
246
$346K 0.04%
4,947
-2,816
247
$344K 0.04%
233
+18
248
$339K 0.04%
5,836
+603
249
$333K 0.04%
854
-1,014
250
$330K 0.04%
8,211
+814
8 9
10
11 12