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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.97M 0.98%
109,099
+9,759
27
$7.65M 0.94%
30,923
-1,026
28
$7.38M 0.91%
61,024
+7,063
29
$7.34M 0.9%
15,256
-13
30
$7.26M 0.89%
12,614
-426
31
$7.19M 0.89%
263,620
+1,670
32
$7.03M 0.87%
15,422
-410
33
$6.95M 0.86%
76,346
-1,680
34
$6.7M 0.82%
67,589
+11,871
35
$6.51M 0.8%
38,871
+783
36
$6.35M 0.78%
41,051
+765
37
$6.29M 0.77%
330,457
+43,822
38
$6.18M 0.76%
29,105
-3,449
39
$6.18M 0.76%
40,433
+7,361
40
$6.08M 0.75%
117,381
+18,379
41
$5.73M 0.71%
35,210
+7,863
42
$5.44M 0.67%
13,260
-1,039
43
$5.41M 0.67%
38,760
+5,180
44
$5.08M 0.63%
102,552
-35,528
45
$5.03M 0.62%
26,666
-1,136
46
$4.88M 0.6%
38,955
+4,598
47
$4.84M 0.6%
4,223
+363
48
$4.59M 0.56%
55,903
+672
49
$4.56M 0.56%
92,000
+13,901
50
$4.55M 0.56%
93,867
-7,870
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