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
251
$316K 0.04%
12,200
-1,900
252
$314K 0.04%
+4,218
253
$299K 0.04%
+7,896
254
$297K 0.04%
+6,818
255
$297K 0.04%
+2,720
256
$295K 0.04%
1,046
+176
257
$294K 0.04%
+9,997
258
$278K 0.03%
+752
259
$278K 0.03%
3,200
-4,950
260
$274K 0.03%
+4,701
261
$274K 0.03%
3,329
-2,349
262
$274K 0.03%
2,767
-185
263
$273K 0.03%
758
-832
264
$269K 0.03%
1,337
-50
265
$269K 0.03%
3,325
-2,709
266
$267K 0.03%
+2,753
267
$265K 0.03%
+215
268
$265K 0.03%
2,766
269
$263K 0.03%
+1,471
270
$263K 0.03%
+414
271
$259K 0.03%
1,021
-1,010
272
$257K 0.03%
+1,118
273
$257K 0.03%
+1,411
274
$256K 0.03%
983
+115
275
$254K 0.03%
1,346
+45
9 10
11
12 13