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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.27M 1.04%
32,554
-232
27
$7.7M 0.96%
261,950
+14,470
28
$7.7M 0.96%
66,187
-14,552
29
$7.4M 0.93%
13,040
-1,094
30
$7.35M 0.92%
138,080
-3,603
31
$7.15M 0.9%
53,961
-7,816
32
$7M 0.88%
145,194
-1,653
33
$6.79M 0.85%
27,802
-2,590
34
$6.75M 0.85%
14,299
+261
35
$6.62M 0.83%
38,088
-3,679
36
$6.44M 0.81%
18,299
-155
37
$6.19M 0.78%
99,340
+7,604
38
$5.85M 0.73%
99,002
+14,314
39
$5.82M 0.73%
286,635
+4,697
40
$5.41M 0.68%
33,072
-1,557
41
$5.35M 0.67%
40,286
+552
42
$5.17M 0.65%
71,860
+1,450
43
$5.13M 0.64%
101,737
-2,868
44
$5.12M 0.64%
17,118
+9,822
45
$5.1M 0.64%
34,357
+17,174
46
$4.86M 0.61%
33,580
+8,280
47
$4.84M 0.61%
42,373
-1,685
48
$4.79M 0.6%
55,718
+547
49
$4.69M 0.59%
73,956
+35,288
50
$4.68M 0.59%
9,858
-537
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