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
$488M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$2.21M
4
DUK icon
Duke Energy
DUK
+$1.62M
5
VTR icon
Ventas
VTR
+$1.51M

Top Sells

1
+$1.66M
2
+$1.34M
3
+$1.14M
4
CAG icon
Conagra Brands
CAG
+$641K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$587K

Sector Composition

1 Healthcare 16.5%
2 Technology 15.17%
3 Financials 11.21%
4 Consumer Discretionary 10.51%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.64%
33,150
-103
52
$3.03M 0.62%
38,123
-3,081
53
$2.9M 0.59%
44,586
-3,365
54
$2.89M 0.59%
10,237
+625
55
$2.86M 0.59%
16,476
-1,160
56
$2.81M 0.57%
13,320
-147
57
$2.72M 0.56%
57,068
-2,552
58
$2.71M 0.56%
22,010
-731
59
$2.63M 0.54%
30,953
-4,193
60
$2.62M 0.54%
29,480
+6,980
61
$2.56M 0.53%
67,730
-11,490
62
$2.56M 0.52%
37,314
+1,600
63
$2.55M 0.52%
13,366
+28
64
$2.44M 0.5%
27,144
+18,026
65
$2.38M 0.49%
44,346
+51
66
$2.38M 0.49%
24,208
+1,000
67
$2.29M 0.47%
48,843
+1,138
68
$2.28M 0.47%
11,983
-7,038
69
$2.22M 0.45%
20,903
-5,533
70
$2.2M 0.45%
36,300
-3,875
71
$2.15M 0.44%
14,994
-240
72
$2.15M 0.44%
19,342
+350
73
$1.93M 0.39%
7,959
-162
74
$1.88M 0.38%
28,179
-980
75
$1.84M 0.38%
4,314
-283
1 2
3
4 5