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
$415M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.16M
3
+$783K
4
TSN icon
Tyson Foods
TSN
+$704K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$649K

Top Sells

1
+$1.99M
2
+$1.13M
3
+$1.11M
4
TFC icon
Truist Financial
TFC
+$837K
5
VZ icon
Verizon
VZ
+$782K

Sector Composition

1 Healthcare 17.15%
2 Consumer Staples 12.04%
3 Consumer Discretionary 11.12%
4 Technology 8.99%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.93M 0.71%
48,409
-1,249
52
$2.88M 0.69%
61,591
-6,636
53
$2.83M 0.68%
26,277
+640
54
$2.35M 0.57%
24,116
-8
55
$2.32M 0.56%
18,415
-1,812
56
$2.29M 0.55%
22,857
+400
57
$2.27M 0.55%
30,242
-3,425
58
$2.26M 0.55%
18,210
59
$2.23M 0.54%
35,569
+8,726
60
$2.22M 0.54%
18,456
-2,108
61
$2.18M 0.52%
19,460
62
$2.13M 0.51%
61,681
+692
63
$2.12M 0.51%
30,312
-1,865
64
$2.1M 0.51%
23,344
-5,501
65
$1.97M 0.47%
26,738
-1,131
66
$1.9M 0.46%
18,052
+30
67
$1.89M 0.46%
41,664
-17,067
68
$1.88M 0.45%
33,841
-63
69
$1.69M 0.41%
66,150
-10,600
70
$1.69M 0.41%
19,933
+9,243
71
$1.66M 0.4%
12,625
-874
72
$1.61M 0.39%
14,931
-187
73
$1.51M 0.36%
36,180
+13,693
74
$1.5M 0.36%
15,078
75
$1.48M 0.36%
22,381
+1,475
1 2
3
4 5