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
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$1.52M
3 +$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.41M 0.31%
14,749
-31
77
$2.33M 0.3%
9,680
+289
78
$2.27M 0.3%
41,465
-5,347
79
$2.24M 0.29%
8,850
+368
80
$2.22M 0.29%
9,509
-271
81
$2.21M 0.29%
28,368
-8,359
82
$2.2M 0.29%
18,972
-98
83
$2.18M 0.28%
42,245
-26,747
84
$2.15M 0.28%
44,597
-29,610
85
$2.15M 0.28%
27,400
+730
86
$2.09M 0.27%
26,247
-514
87
$2.07M 0.27%
14,344
-513
88
$2.04M 0.27%
9,698
+385
89
$2.02M 0.26%
4,372
-182
90
$1.99M 0.26%
6,893
+102
91
$1.94M 0.25%
14,246
-290
92
$1.9M 0.25%
7,219
-355
93
$1.86M 0.24%
7,822
-350
94
$1.85M 0.24%
9,155
-625
95
$1.78M 0.23%
16,545
-200
96
$1.77M 0.23%
15,133
-1,595
97
$1.66M 0.22%
16,511
-622
98
$1.6M 0.21%
6,897
-292
99
$1.56M 0.2%
7,233
-78
100
$1.56M 0.2%
5,137
-5