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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.86M 1.37%
51,743
-816
27
$5.31M 1.24%
44,119
-6,173
28
$5.29M 1.24%
98,098
+10,269
29
$5.16M 1.21%
138,639
-7,710
30
$4.76M 1.11%
62,665
-2,960
31
$4.65M 1.09%
191,235
+46,206
32
$4.57M 1.07%
80,668
-3,084
33
$4.44M 1.04%
39,155
+19,405
34
$4.38M 1.02%
56,153
+21
35
$4.35M 1.02%
54,857
-1,157
36
$4.21M 0.98%
60,025
-900
37
$4.08M 0.95%
39,182
38
$3.99M 0.93%
47,865
-4,075
39
$3.85M 0.9%
57,937
-1,100
40
$3.83M 0.9%
27,840
-3,061
41
$3.8M 0.89%
38,491
-480
42
$3.67M 0.86%
43,393
+1,843
43
$3.51M 0.82%
33,133
+665
44
$3.48M 0.81%
33,388
+700
45
$3.46M 0.81%
43,673
+625
46
$3.44M 0.8%
27,257
+441
47
$3.4M 0.8%
46,443
-433
48
$3.23M 0.76%
43,224
+851
49
$3.18M 0.74%
57,860
+26,738
50
$3.15M 0.74%
28,637
+1,665
1
2
3 4 5