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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.34%
14,775
-600
77
$1.4M 0.33%
22,494
+865
78
$1.26M 0.3%
44,070
+3,360
79
$1.16M 0.27%
24,933
+555
80
$1.16M 0.27%
8,353
-77
81
$1.14M 0.27%
21,945
+569
82
$1.07M 0.25%
35,890
+325
83
$1.06M 0.25%
7,325
+240
84
$1.01M 0.24%
28,249
-3,651
85
$1M 0.23%
12,291
+497
86
$985K 0.23%
17,644
+4,245
87
$962K 0.23%
18,797
+3,189
88
$951K 0.22%
4,539
89
$945K 0.22%
20,865
-3,256
90
$936K 0.22%
12,349
-4,265
91
$932K 0.22%
9,522
-99
92
$923K 0.22%
13,885
-897
93
$918K 0.21%
12,875
+6,993
94
$913K 0.21%
7,923
-25
95
$899K 0.21%
764,760
-25,800
96
$858K 0.2%
7,966
+361
97
$848K 0.2%
7,261
-600
98
$844K 0.2%
25,864
-100
99
$826K 0.19%
9,066
+526
100
$814K 0.19%
8,684
-484
2 3
4
5 6