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
276
$253K 0.03%
1,454
-726
277
$253K 0.03%
+4,074
278
$252K 0.03%
11,500
-27,875
279
$252K 0.03%
+1,508
280
$251K 0.03%
376
-142
281
$249K 0.03%
4,467
-116
282
$243K 0.03%
+3,672
283
$243K 0.03%
+2,346
284
$242K 0.03%
+994
285
$241K 0.03%
4,100
-1,025
286
$240K 0.03%
+6,850
287
$240K 0.03%
19,091
+2,564
288
$240K 0.03%
+1,998
289
$237K 0.03%
+1,031
290
$233K 0.03%
+9,482
291
$226K 0.03%
4,750
292
$226K 0.03%
1,762
+246
293
$225K 0.03%
+1,441
294
$224K 0.03%
2,178
-1,604
295
$223K 0.03%
+3,486
296
$220K 0.03%
+2,788
297
$216K 0.03%
+3,250
298
$215K 0.03%
+7,777
299
$215K 0.03%
+888
300
$214K 0.03%
+398
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