CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
-2.62%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$812M
AUM Growth
+$812M
(+1.7%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
26.17%
Holding
347
New
29
Increased
185
Reduced
78
Closed
44
Top Buys
| 1 |
Abbott
ABT
|
$12.8M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.4M |
| 3 |
Johnson & Johnson
JNJ
|
$1.85M |
| 4 |
AbbVie
ABBV
|
$1.66M |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$1.32M |
Top Sells
| 1 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$1.76M |
| 2 |
Nucor
NUE
|
$1.63M |
| 3 |
Netflix
NFLX
|
$1.45M |
| 4 |
Cardinal Health
CAH
|
$1.11M |
| 5 |
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% |
