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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.39M 0.54%
9,730
-128
52
$4.38M 0.54%
31,500
+40
53
$4.35M 0.54%
43,637
+2,094
54
$4.22M 0.52%
19,865
+4,838
55
$4.19M 0.52%
44,608
+5,494
56
$4.14M 0.51%
5,414
+630
57
$4.13M 0.51%
81,182
-3,923
58
$4.11M 0.51%
49,772
-4,453
59
$4.03M 0.5%
26,354
+3,048
60
$4.03M 0.5%
109,327
+15,073
61
$3.99M 0.49%
29,633
+2,624
62
$3.88M 0.48%
65,348
+12,484
63
$3.76M 0.46%
15,074
-3,225
64
$3.69M 0.45%
15,238
+1,951
65
$3.51M 0.43%
14,056
-371
66
$3.44M 0.42%
63,960
-7,900
67
$3.43M 0.42%
32,752
-2,943
68
$3.42M 0.42%
61,250
-12,706
69
$3.4M 0.42%
6,670
-23
70
$3.4M 0.42%
30,443
+5,956
71
$3.4M 0.42%
40,127
+9,402
72
$3.28M 0.4%
38,551
+4,097
73
$3.26M 0.4%
52,582
+5,186
74
$3.14M 0.39%
20,719
-5,558
75
$3.12M 0.38%
19,620
+1,288
1 2
3
4 5