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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.98M
3 +$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1 +$12.4M
2 +$3.78M
3 +$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.56M 0.57%
31,460
-1,440
52
$4.54M 0.57%
26,277
-231
53
$4.5M 0.56%
27,009
-257
54
$4.42M 0.55%
85,105
-9,452
55
$4.39M 0.55%
14,427
+1,570
56
$4.38M 0.55%
4,784
-102
57
$4.26M 0.53%
23,306
+5,417
58
$4.23M 0.53%
55,231
+3,792
59
$4.02M 0.5%
78,099
+21,669
60
$3.84M 0.48%
52,864
+9,527
61
$3.83M 0.48%
35,695
-2,282
62
$3.75M 0.47%
29,040
+24,250
63
$3.72M 0.47%
39,114
-5,594
64
$3.7M 0.46%
41,543
-5,924
65
$3.48M 0.44%
15,027
+2,816
66
$3.36M 0.42%
6,693
-2,242
67
$3.32M 0.42%
54,225
+561
68
$3.28M 0.41%
94,254
+72,493
69
$3.25M 0.41%
14,996
-1,095
70
$3.21M 0.4%
27,347
+1,156
71
$3.19M 0.4%
18,332
-493
72
$3.13M 0.39%
15,907
-799
73
$3.05M 0.38%
35,706
-2,497
74
$3.04M 0.38%
34,943
-4,409
75
$2.99M 0.37%
13,287
-438