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
$421M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.8M
3
+$1.32M
4
WRK
WestRock Company
WRK
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1
+$1.92M
2
+$1.55M
3
+$1.34M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$963K

Sector Composition

1 Healthcare 14.81%
2 Consumer Staples 13.12%
3 Consumer Discretionary 9.73%
4 Technology 9.33%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.39%
32,465
-2,050
77
$1.52M 0.36%
14,625
78
$1.51M 0.36%
14,428
-300
79
$1.48M 0.35%
54,641
80
$1.31M 0.31%
+25,842
81
$1.3M 0.31%
25,251
-533
82
$1.28M 0.3%
42,354
+23
83
$1.23M 0.29%
30,210
-700
84
$1.21M 0.29%
32,625
-300
85
$1.21M 0.29%
21,950
-12,996
86
$1.15M 0.27%
20,584
-1,044
87
$1.13M 0.27%
6,960
-110
88
$1.13M 0.27%
+29,805
89
$1.1M 0.26%
24,305
-21,305
90
$1.05M 0.25%
4,679
+25
91
$1.01M 0.24%
+14,690
92
$939K 0.22%
9,132
-15,074
93
$918K 0.22%
13,342
+1,093
94
$911K 0.22%
11,547
+5,042
95
$860K 0.2%
6,911
-350
96
$823K 0.2%
27,560
+760
97
$821K 0.19%
7,448
-500
98
$818K 0.19%
19,712
-389
99
$815K 0.19%
7,115
-511
100
$794K 0.19%
8,862
-729
2 3
4
5 6