CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+7.79%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$600M
AUM Growth
+$600M
(+10%)
Cap. Flow
+$41.8M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
26.55%
Holding
271
New
29
Increased
122
Reduced
94
Closed
18
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.16M |
| 2 |
Dollar General
DG
|
$3.69M |
| 3 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$2.01M |
| 4 |
First Trust Managed Municipal ETF
FMB
|
$1.86M |
| 5 |
Qualcomm
QCOM
|
$1.63M |
Top Sells
| 1 |
Paychex
PAYX
|
$2.87M |
| 2 |
Cardinal Health
CAH
|
$2.09M |
| 3 |
Apple
AAPL
|
$1.1M |
| 4 |
Cisco
CSCO
|
$1.1M |
| 5 |
CME Group
CME
|
$968K |
Sector Composition
| 1 | Technology | 17.95% |
| 2 | Healthcare | 16.71% |
| 3 | Consumer Discretionary | 10.22% |
| 4 | Financials | 10.15% |
| 5 | Consumer Staples | 8.62% |
