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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.84M 0.66%
44,031
-461
52
$2.84M 0.66%
72,209
-4,175
53
$2.75M 0.64%
29,912
+3,613
54
$2.7M 0.63%
21,172
+170
55
$2.69M 0.63%
18,391
-119
56
$2.53M 0.59%
29,627
+235
57
$2.46M 0.58%
7,185
-425
58
$2.37M 0.56%
19,438
+2,266
59
$2.24M 0.53%
17,078
-896
60
$2.24M 0.52%
48,490
+6,535
61
$2.22M 0.52%
26,455
+3,000
62
$2.05M 0.48%
19,090
63
$2M 0.47%
18,682
-8,053
64
$1.98M 0.46%
22,517
-249
65
$1.98M 0.46%
135,026
+65,460
66
$1.92M 0.45%
18,350
+190
67
$1.92M 0.45%
58,555
-1,391
68
$1.85M 0.43%
23,335
+72
69
$1.82M 0.43%
62,391
-559
70
$1.74M 0.41%
44,243
+5,187
71
$1.69M 0.4%
15,910
-2,300
72
$1.62M 0.38%
11,188
-572
73
$1.57M 0.37%
35,915
-2,060
74
$1.53M 0.36%
34,120
-200
75
$1.5M 0.35%
14,928
1 2
3
4 5