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
$421M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.8M
3
+$1.32M
4
WRK
WestRock Company
WRK
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1
+$1.92M
2
+$1.55M
3
+$1.34M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$963K

Sector Composition

1 Healthcare 14.81%
2 Consumer Staples 13.12%
3 Consumer Discretionary 9.73%
4 Technology 9.33%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 1.15%
86,778
-12,464
27
$4.81M 1.14%
82,247
-9,693
28
$4.74M 1.12%
54,813
+9,985
29
$4.68M 1.11%
61,915
-600
30
$4.54M 1.08%
43,913
+1,688
31
$4.49M 1.07%
194,778
-7,077
32
$4.22M 1%
106,670
-33,774
33
$4.13M 0.98%
53,932
-2,628
34
$3.94M 0.94%
63,450
+47,703
35
$3.9M 0.93%
33,690
-2,933
36
$3.86M 0.92%
49,345
-81
37
$3.8M 0.9%
45,192
-457
38
$3.77M 0.89%
52,994
-26,950
39
$3.74M 0.89%
43,315
+14,290
40
$3.72M 0.88%
9,766
+3,459
41
$3.69M 0.88%
58,675
-767
42
$3.29M 0.78%
58,627
-2,439
43
$3.29M 0.78%
31,455
+943
44
$3.23M 0.77%
46,004
+189
45
$3.19M 0.76%
27,069
-533
46
$3.13M 0.74%
33,017
-221
47
$3.12M 0.74%
25,638
-317
48
$3.08M 0.73%
158,963
+12,442
49
$3.04M 0.72%
42,445
+296
50
$3.03M 0.72%
46,333
-635
1
2
3 4 5