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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$3.69M
3 +$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1 +$2.87M
2 +$2.09M
3 +$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.65M 1.11%
40,102
-450
27
$6.6M 1.1%
76,850
+4,606
28
$6.6M 1.1%
110,886
+2,351
29
$6.11M 1.02%
45,337
+10,775
30
$6.09M 1.01%
18,655
-226
31
$5.89M 0.98%
42,382
+1,219
32
$5.44M 0.91%
39,249
+7,862
33
$5.37M 0.89%
67,312
-35,971
34
$4.92M 0.82%
87,953
+35,938
35
$4.85M 0.81%
14,424
+288
36
$4.7M 0.78%
218,439
-2,260
37
$4.69M 0.78%
13,011
+1,477
38
$4.63M 0.77%
13,056
-311
39
$4.55M 0.76%
36,248
+6,086
40
$4.2M 0.7%
25,402
-1,038
41
$4.14M 0.69%
52,355
+1,842
42
$4.13M 0.69%
42,622
-3,073
43
$4.06M 0.68%
49,648
-699
44
$4.04M 0.67%
15,882
+283
45
$3.82M 0.64%
12,838
-379
46
$3.82M 0.64%
11,406
+1,295
47
$3.79M 0.63%
16,332
+414
48
$3.76M 0.63%
40,301
-1,243
49
$3.69M 0.61%
+17,602
50
$3.49M 0.58%
46,599
-2,487