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
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.68%
86,750
+8,605
52
$3.23M 0.68%
28,969
-600
53
$3.23M 0.68%
40,806
+3,989
54
$3.18M 0.67%
29,101
-113
55
$3.16M 0.66%
18,251
+398
56
$3.14M 0.66%
35,197
-6,767
57
$2.97M 0.62%
13,756
+3,058
58
$2.8M 0.59%
10,643
+587
59
$2.75M 0.58%
47,175
-8,565
60
$2.73M 0.57%
38,045
-2,300
61
$2.61M 0.55%
50,865
+37,565
62
$2.57M 0.54%
49,267
+641
63
$2.54M 0.53%
14,922
+1,101
64
$2.54M 0.53%
59,277
-8,033
65
$2.42M 0.51%
23,181
-15
66
$2.37M 0.5%
36,507
+4,740
67
$2.32M 0.49%
14,593
+85
68
$2.3M 0.48%
24,210
+1,951
69
$2.3M 0.48%
26,490
+6,111
70
$2.3M 0.48%
20,159
+601
71
$2.29M 0.48%
44,156
-4,401
72
$2.21M 0.46%
16,319
-3,751
73
$2.21M 0.46%
38,602
-912
74
$2.13M 0.45%
9,363
+3,732
75
$2.02M 0.42%
46,423
+3,672
1 2
3
4 5