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
$488M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$2.21M
4
DUK icon
Duke Energy
DUK
+$1.62M
5
VTR icon
Ventas
VTR
+$1.51M

Top Sells

1
+$1.66M
2
+$1.34M
3
+$1.14M
4
CAG icon
Conagra Brands
CAG
+$641K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$587K

Sector Composition

1 Healthcare 16.5%
2 Technology 15.17%
3 Financials 11.21%
4 Consumer Discretionary 10.51%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.38%
11,485
+1,083
77
$1.83M 0.37%
18,149
-1,908
78
$1.82M 0.37%
41,882
+5,754
79
$1.73M 0.36%
12,854
+1,213
80
$1.66M 0.34%
6,709
+2,593
81
$1.63M 0.33%
23,871
-710
82
$1.57M 0.32%
7,830
+461
83
$1.54M 0.32%
15,495
-2,692
84
$1.53M 0.31%
72,405
+7,670
85
$1.51M 0.31%
7,668
+4,163
86
$1.51M 0.31%
+23,614
87
$1.47M 0.3%
20,447
+872
88
$1.47M 0.3%
24,594
+102
89
$1.46M 0.3%
12,956
-28
90
$1.45M 0.3%
25,840
-250
91
$1.44M 0.29%
67,850
+10,100
92
$1.42M 0.29%
51,124
-23,094
93
$1.37M 0.28%
28,296
-12
94
$1.36M 0.28%
17,573
-4,333
95
$1.33M 0.27%
10,736
+94
96
$1.3M 0.27%
24,149
-1,658
97
$1.27M 0.26%
43,699
-69
98
$1.26M 0.26%
16,752
-3,500
99
$1.24M 0.25%
25,716
-524
100
$1.23M 0.25%
11,551
-98
2 3
4
5 6