CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
BWXT icon
BWX Technologies
BWXT
+$1.06M

Top Sells

1
+$4.24M
2
+$1.32M
3
+$1.23M
4
MMM icon
3M
MMM
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.13M

Sector Composition

1 Healthcare 14.4%
2 Consumer Staples 10.39%
3 Energy 9.94%
4 Consumer Discretionary 9.76%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 1.26%
64,939
+4,133
27
$5.12M 1.19%
57,341
-6,629
28
$5.08M 1.18%
14,195
+1,520
29
$4.97M 1.15%
41,005
-3,850
30
$4.83M 1.12%
43,205
-1,337
31
$4.73M 1.1%
50,182
-4,943
32
$4.61M 1.07%
51,091
-6,025
33
$4.45M 1.03%
47,436
-14,088
34
$4.4M 1.02%
38,094
+2,450
35
$4.3M 1%
62,439
-3,550
36
$4.21M 0.98%
149,221
-8,963
37
$4.15M 0.96%
68,343
+3,225
38
$4.13M 0.96%
46,628
+7,271
39
$4.04M 0.94%
44,304
+12,215
40
$4.01M 0.93%
51,361
+6,376
41
$3.89M 0.9%
82,564
+452
42
$3.85M 0.89%
38,019
+6,941
43
$3.82M 0.89%
40,372
+1,273
44
$3.58M 0.83%
49,412
-3,541
45
$3.57M 0.83%
31,833
-4,697
46
$3.45M 0.8%
36,490
-500
47
$3.39M 0.79%
39,692
-12,819
48
$3.28M 0.76%
47,409
+6,754
49
$3.06M 0.71%
84,650
-4,075
50
$2.98M 0.69%
22,342
+1,599
1
2
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