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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.87M 0.36%
30,725
+7,893
77
$2.81M 0.35%
47,396
-15,382
78
$2.8M 0.35%
58,481
-271
79
$2.78M 0.35%
+9,497
80
$2.71M 0.34%
34,454
-6,762
81
$2.65M 0.33%
17,140
+3,819
82
$2.61M 0.33%
31,452
+9,969
83
$2.57M 0.32%
24,487
-6,238
84
$2.46M 0.31%
43,445
+1,955
85
$2.46M 0.31%
11,459
+6,174
86
$2.42M 0.3%
51,169
-1,254
87
$2.39M 0.3%
17,888
-1,736
88
$2.38M 0.3%
6,116
+2,040
89
$2.35M 0.29%
8,047
+493
90
$2.34M 0.29%
27,688
-3,232
91
$2.31M 0.29%
9,371
-962
92
$2.27M 0.28%
21,983
+1,247
93
$2.23M 0.28%
19,507
-732
94
$2.15M 0.27%
18,848
-6,355
95
$2.07M 0.26%
5,292
+130
96
$2.06M 0.26%
8,551
-1,043
97
$1.99M 0.25%
107,282
-63,661
98
$1.94M 0.24%
7,348
-125
99
$1.73M 0.22%
7,317
-5,181
100
$1.68M 0.21%
6,736
+34
2 3
4
5 6