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
$421M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.8M
3
+$1.32M
4
WRK
WestRock Company
WRK
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1
+$1.92M
2
+$1.55M
3
+$1.34M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$963K

Sector Composition

1 Healthcare 14.81%
2 Consumer Staples 13.12%
3 Consumer Discretionary 9.73%
4 Technology 9.33%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$757K 0.18%
6,309
-1,835
102
$687K 0.16%
6,919
103
$686K 0.16%
13,350
104
$680K 0.16%
11,031
-920
105
$674K 0.16%
4,210
-58
106
$653K 0.16%
11,795
+2,510
107
$644K 0.15%
7,570
-4,661
108
$636K 0.15%
16,978
-3,119
109
$625K 0.15%
5,449
-623
110
$608K 0.14%
7,948
-594
111
$599K 0.14%
8,167
+319
112
$594K 0.14%
7,190
-6,937
113
$576K 0.14%
8,002
+437
114
$575K 0.14%
6,093
-553
115
$573K 0.14%
23,600
116
$569K 0.14%
19,150
-1,877
117
$561K 0.13%
6,544
-1,447
118
$556K 0.13%
3,962
-398
119
$544K 0.13%
28,125
+1,050
120
$538K 0.13%
10,803
-962
121
$527K 0.13%
35,489
-5,092
122
$516K 0.12%
3,565
-2,058
123
$502K 0.12%
2,159
-933
124
$502K 0.12%
7,347
-1,317
125
$500K 0.12%
6,640
3 4
5
6 7