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
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 1.07%
80,556
+6,410
27
$4.86M 1.02%
45,692
+517
28
$4.75M 1%
26,641
+5,096
29
$4.47M 0.94%
74,690
-852
30
$4.44M 0.93%
50,570
-1,380
31
$4.37M 0.92%
147,453
+3,879
32
$4.14M 0.87%
23,619
+194
33
$4.14M 0.87%
44,591
+6,064
34
$3.94M 0.83%
25,206
+520
35
$3.92M 0.82%
24,476
+2,450
36
$3.8M 0.8%
19,909
+1,631
37
$3.79M 0.79%
79,153
-453
38
$3.73M 0.78%
47,815
-800
39
$3.7M 0.78%
110,008
+3,088
40
$3.69M 0.78%
38,513
-450
41
$3.68M 0.77%
53,651
-2,125
42
$3.67M 0.77%
99,568
-1,638
43
$3.58M 0.75%
61,290
+10,933
44
$3.42M 0.72%
39,720
-429
45
$3.42M 0.72%
29,413
+2,974
46
$3.4M 0.71%
46,132
+6,948
47
$3.35M 0.7%
42,293
-196
48
$3.32M 0.7%
18,074
+20
49
$3.32M 0.7%
49,177
+1,810
50
$3.3M 0.69%
43,799
+2,621
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