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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$753K 0.18%
8,891
+1,630
102
$743K 0.17%
9,802
-373
103
$719K 0.17%
3,237
+7
104
$715K 0.17%
10,698
-367
105
$704K 0.16%
21,850
-1,977
106
$687K 0.16%
20,655
-3,987
107
$671K 0.16%
6,007
-59
108
$650K 0.15%
2,765
+373
109
$643K 0.15%
6,919
110
$634K 0.15%
4,493
+260
111
$594K 0.14%
7,618
-168
112
$591K 0.14%
3,888
-1,185
113
$590K 0.14%
4,540
+565
114
$590K 0.14%
7,925
-235
115
$563K 0.13%
15,981
+4,150
116
$542K 0.13%
13,450
-1,475
117
$522K 0.12%
8,982
+1,230
118
$519K 0.12%
8,009
-64
119
$512K 0.12%
+40,811
120
$504K 0.12%
24,600
-1,070
121
$491K 0.11%
4,350
+250
122
$484K 0.11%
6,640
123
$481K 0.11%
7,090
+1,734
124
$469K 0.11%
4,017
-200
125
$466K 0.11%
24,272
-632
3 4
5
6 7