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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.69M
3
+$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1
+$2.87M
2
+$2.09M
3
+$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.57%
43,027
+504
52
$3.37M 0.56%
28,507
-303
53
$3.12M 0.52%
63,228
+3,100
54
$3.1M 0.52%
229,440
+19,840
55
$3.03M 0.5%
88,122
-10,835
56
$2.98M 0.5%
5,281
+214
57
$2.97M 0.5%
33,556
+268
58
$2.89M 0.48%
45,739
-9,603
59
$2.83M 0.47%
36,697
+155
60
$2.74M 0.46%
82,680
+24,520
61
$2.74M 0.46%
25,320
+4,602
62
$2.64M 0.44%
75,684
-8,206
63
$2.5M 0.42%
16,951
+2,881
64
$2.37M 0.39%
7,603
-40
65
$2.3M 0.38%
44,677
+19,567
66
$2.27M 0.38%
58,619
-1,942
67
$2.25M 0.37%
43,342
-974
68
$2.21M 0.37%
114,995
+20,210
69
$2.19M 0.36%
30,434
+79
70
$2.17M 0.36%
29,660
+60
71
$2.1M 0.35%
16,447
-500
72
$2.08M 0.35%
13,235
-1,778
73
$2.08M 0.35%
12,207
-1,540
74
$2.07M 0.34%
82,290
+4,500
75
$2.06M 0.34%
15,400
+1,034
1 2
3
4 5