CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+11.39%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$799M
AUM Growth
+$799M
(+8.6%)
Cap. Flow
-$7.4M
Cap. Flow
% of AUM
-0.93%
Top 10 Holdings %
Top 10 Hldgs %
25.67%
Holding
346
New
68
Increased
77
Reduced
165
Closed
28
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.13M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.98M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.94M |
| 4 |
American Tower
AMT
|
$2.78M |
| 5 |
3M
MMM
|
$2.55M |
Top Sells
| 1 |
Abbott
ABT
|
$12.4M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.78M |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$2.44M |
| 4 |
AbbVie
ABBV
|
$1.94M |
| 5 |
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% |
