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
251
$324K 0.04%
1,400
252
$323K 0.04%
1,896
+442
253
$321K 0.04%
4,981
+280
254
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+6,392
255
$315K 0.04%
484
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256
$310K 0.04%
+4,426
257
$307K 0.04%
930
-285
258
$304K 0.04%
7,588
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259
$304K 0.04%
1,753
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260
$304K 0.04%
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261
$300K 0.04%
6,574
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262
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4,322
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263
$296K 0.04%
10,946
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264
$296K 0.04%
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265
$294K 0.04%
6,600
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266
$294K 0.04%
4,195
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267
$291K 0.04%
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268
$291K 0.04%
2,078
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269
$290K 0.04%
4,100
270
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4,580
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271
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2,012
-2,483
272
$275K 0.03%
4,386
+714
273
$273K 0.03%
2,736
-17
274
$272K 0.03%
1,638
+167
275
$268K 0.03%
1,579
+242
9 10
11
12 13