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
$431M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
BWXT icon
BWX Technologies
BWXT
+$1.06M

Top Sells

1
+$4.24M
2
+$1.32M
3
+$1.23M
4
MMM icon
3M
MMM
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.13M

Sector Composition

1 Healthcare 14.4%
2 Consumer Staples 10.39%
3 Energy 9.94%
4 Consumer Discretionary 9.76%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.69%
21,561
-8,638
52
$2.96M 0.69%
24,874
+5,452
53
$2.81M 0.65%
35,437
-1,340
54
$2.64M 0.61%
25,115
-35
55
$2.6M 0.6%
32,958
+8,550
56
$2.58M 0.6%
35,969
-14,137
57
$2.52M 0.58%
69,485
-7,525
58
$2.34M 0.54%
42,950
+5,920
59
$2.32M 0.54%
21,234
-820
60
$2.26M 0.52%
21,336
+8,145
61
$2.25M 0.52%
36,358
-18,294
62
$2.23M 0.52%
14,560
-2,561
63
$2.2M 0.51%
31,351
-9,154
64
$2.15M 0.5%
32,782
-3,389
65
$2.09M 0.48%
52,045
-496
66
$2M 0.46%
39,683
+30,765
67
$1.9M 0.44%
18,400
-6,625
68
$1.86M 0.43%
63,116
+2,115
69
$1.82M 0.42%
56,590
+18,042
70
$1.69M 0.39%
40,035
-7,145
71
$1.67M 0.39%
19,610
-1,269
72
$1.66M 0.39%
37,760
-6,500
73
$1.66M 0.38%
17,632
-300
74
$1.66M 0.38%
35,737
-8,393
75
$1.63M 0.38%
28,614
-9,760
1 2
3
4 5