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
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.23%
15,951
+3,588
102
$1.1M 0.23%
17,636
-12
103
$1.08M 0.23%
44,288
+640
104
$1.08M 0.23%
26,380
-320
105
$1.07M 0.22%
12,300
+903
106
$1.05M 0.22%
22,891
+7,556
107
$1.02M 0.21%
54,606
+6,130
108
$988K 0.21%
7,213
-600
109
$952K 0.2%
8,390
-217
110
$877K 0.18%
45,650
+4,825
111
$864K 0.18%
+5,331
112
$864K 0.18%
5,880
-555
113
$862K 0.18%
9,000
114
$861K 0.18%
11,187
+2,898
115
$861K 0.18%
16,568
+850
116
$854K 0.18%
8,625
-18,529
117
$850K 0.18%
3,968
-701
118
$826K 0.17%
4,158
+712
119
$818K 0.17%
11,743
+225
120
$809K 0.17%
3,829
-164
121
$798K 0.17%
3,005
+1,414
122
$765K 0.16%
14,760
+2,000
123
$749K 0.16%
5,509
124
$721K 0.15%
8,430
+894
125
$719K 0.15%
9,833
+1,853
3 4
5
6 7