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
301
$211K 0.03%
+1,859
302
$211K 0.03%
+4,279
303
$209K 0.03%
+1,008
304
$209K 0.03%
+2,305
305
$208K 0.03%
+740
306
$208K 0.03%
+824
307
$206K 0.03%
32,000
308
$205K 0.03%
+1,766
309
$205K 0.03%
12,715
310
$205K 0.03%
+1,286
311
$204K 0.03%
2,000
-635
312
$204K 0.03%
4,406
-2,352
313
$202K 0.03%
+4,140
314
$201K 0.03%
+2,589
315
$200K 0.03%
4,600
-2,650
316
$175K 0.02%
10,206
317
$130K 0.02%
18,163
318
$52K 0.01%
1,400
319
– –
-104,985
320
– –
-3,075
321
– –
-3,160
322
– –
-458
323
– –
-888
324
– –
-5,067
325
– –
-3,032
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