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
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$1.52M
3 +$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.16M 0.54%
51,407
-4,850
52
$4.01M 0.52%
7,619
+671
53
$3.94M 0.51%
100,995
-256
54
$3.94M 0.51%
26,884
-945
55
$3.84M 0.5%
41,989
-1,362
56
$3.69M 0.48%
43,984
+19,435
57
$3.52M 0.46%
17,811
-300
58
$3.49M 0.45%
121,138
+8,100
59
$3.3M 0.43%
30,432
-15,807
60
$3.28M 0.43%
33,769
+538
61
$3.25M 0.42%
38,571
-134
62
$3.13M 0.41%
77,605
+1,109
63
$3.04M 0.4%
33,628
+776
64
$3.04M 0.39%
17,809
+55
65
$3.02M 0.39%
51,292
-2,290
66
$2.97M 0.39%
22,815
+862
67
$2.91M 0.38%
77,153
+4,044
68
$2.8M 0.36%
46,141
+2,846
69
$2.71M 0.35%
6,598
+3,491
70
$2.7M 0.35%
6,125
-135
71
$2.63M 0.34%
16,758
-128
72
$2.59M 0.34%
31,940
-310
73
$2.54M 0.33%
9,280
-2,890
74
$2.52M 0.33%
18,220
-299
75
$2.45M 0.32%
7,863
-1,088