CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.39%
13,335
+4,522
77
$1.83M 0.38%
28,486
-500
78
$1.77M 0.37%
13,569
+471
79
$1.77M 0.37%
29,890
-397
80
$1.76M 0.37%
33,496
-150
81
$1.7M 0.36%
11,605
+146
82
$1.67M 0.35%
16,655
+2,445
83
$1.61M 0.34%
23,601
+715
84
$1.59M 0.33%
29,796
-252
85
$1.59M 0.33%
21,920
+1,640
86
$1.56M 0.33%
11,242
+767
87
$1.55M 0.33%
24,063
-4,612
88
$1.48M 0.31%
16,278
-210
89
$1.39M 0.29%
37,075
-2,025
90
$1.39M 0.29%
6,955
+575
91
$1.37M 0.29%
19,616
-2,305
92
$1.35M 0.28%
12,200
93
$1.3M 0.27%
11,838
-2,532
94
$1.3M 0.27%
28,560
-1,350
95
$1.26M 0.26%
8,548
96
$1.25M 0.26%
21,383
-890
97
$1.24M 0.26%
11,731
+1,223
98
$1.2M 0.25%
6,379
+1,090
99
$1.18M 0.25%
22,920
+2,600
100
$1.14M 0.24%
7,086
+1,791
2 3
4
5 6