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
$421M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.8M
3
+$1.32M
4
WRK
WestRock Company
WRK
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1
+$1.92M
2
+$1.55M
3
+$1.34M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$963K

Sector Composition

1 Healthcare 14.81%
2 Consumer Staples 13.12%
3 Consumer Discretionary 9.73%
4 Technology 9.33%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.85M 0.68%
26,789
-2,818
52
$2.77M 0.66%
72,228
+1,694
53
$2.76M 0.66%
20,590
-705
54
$2.73M 0.65%
18,256
-506
55
$2.62M 0.62%
18,229
+1,195
56
$2.55M 0.61%
36,997
-5,577
57
$2.47M 0.59%
27,832
-1,450
58
$2.46M 0.58%
21,592
-3,463
59
$2.4M 0.57%
23,227
+1,062
60
$2.39M 0.57%
72,190
+35,600
61
$2.26M 0.54%
19,040
+25
62
$2.24M 0.53%
19,432
+1,505
63
$2.23M 0.53%
26,113
+408
64
$2.19M 0.52%
43,942
-1,615
65
$2.06M 0.49%
13,195
+4,601
66
$2.01M 0.48%
23,918
+500
67
$1.92M 0.46%
16,293
-50
68
$1.88M 0.45%
31,027
-7,125
69
$1.8M 0.43%
+15,671
70
$1.78M 0.42%
15,710
-100
71
$1.78M 0.42%
48,966
72
$1.77M 0.42%
14,290
-5,503
73
$1.69M 0.4%
24,532
+16,990
74
$1.66M 0.4%
10,487
-1,041
75
$1.64M 0.39%
11,236
+7,178
1 2
3
4 5