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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.69M
3
+$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1
+$2.87M
2
+$2.09M
3
+$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.23%
11,927
+5,413
102
$1.35M 0.23%
6,439
+97
103
$1.34M 0.22%
6,195
-71
104
$1.34M 0.22%
16,440
-3,750
105
$1.32M 0.22%
4,144
-34
106
$1.31M 0.22%
68,461
+2,740
107
$1.3M 0.22%
6,257
-442
108
$1.3M 0.22%
28,106
-216
109
$1.29M 0.21%
12,613
+226
110
$1.26M 0.21%
4,445
+101
111
$1.25M 0.21%
56,500
+8,000
112
$1.24M 0.21%
21,583
-3,471
113
$1.19M 0.2%
7,998
+83
114
$1.18M 0.2%
7,942
+860
115
$1.13M 0.19%
+8,957
116
$1.13M 0.19%
17,205
-226
117
$1.11M 0.19%
46,169
-1,030
118
$1.11M 0.19%
27,714
-6
119
$1.08M 0.18%
2,601
+18
120
$1.05M 0.18%
10,313
-2,326
121
$1.05M 0.18%
49,537
-18,698
122
$1.03M 0.17%
9,041
+1,216
123
$997K 0.17%
29,162
-238
124
$987K 0.16%
10,685
-100
125
$985K 0.16%
18,906
+6
3 4
5
6 7