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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.65M 0.21%
22,900
-2,185
102
$1.64M 0.21%
22,730
-914
103
$1.61M 0.2%
5,279
-16
104
$1.61M 0.2%
9,370
-1,625
105
$1.52M 0.19%
10,651
-5,519
106
$1.47M 0.18%
8,492
-78
107
$1.45M 0.18%
2,414
+1,041
108
$1.42M 0.18%
15,243
-1,857
109
$1.41M 0.18%
4,002
+2,004
110
$1.4M 0.18%
825
+82
111
$1.4M 0.17%
2,119
-10
112
$1.39M 0.17%
5,194
-355
113
$1.35M 0.17%
+3
114
$1.35M 0.17%
26,735
-5,088
115
$1.34M 0.17%
5,447
+1,964
116
$1.31M 0.16%
34,774
-690
117
$1.3M 0.16%
+9,264
118
$1.3M 0.16%
10,584
-3,059
119
$1.28M 0.16%
+5,014
120
$1.27M 0.16%
59,442
-18,741
121
$1.26M 0.16%
5,857
-399
122
$1.26M 0.16%
27,112
-1,000
123
$1.24M 0.16%
7,475
+5,860
124
$1.23M 0.15%
18,185
-750
125
$1.22M 0.15%
27,429
-9,788
3 4
5
6 7