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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.24%
19,887
+4,644
102
$1.93M 0.24%
7,415
-632
103
$1.85M 0.23%
7,412
+64
104
$1.74M 0.21%
5,142
-150
105
$1.66M 0.2%
4,617
+615
106
$1.62M 0.2%
9,996
+626
107
$1.61M 0.2%
7,114
+4,170
108
$1.6M 0.2%
10,604
-5,303
109
$1.59M 0.2%
27,748
+15,755
110
$1.59M 0.2%
3
111
$1.57M 0.19%
8,569
+3,739
112
$1.48M 0.18%
6,637
+4,000
113
$1.46M 0.18%
11,812
+1,161
114
$1.44M 0.18%
8,903
+1,428
115
$1.44M 0.18%
10,498
+1,234
116
$1.43M 0.18%
5,364
+170
117
$1.43M 0.18%
5,137
-142
118
$1.4M 0.17%
16,922
+4,153
119
$1.38M 0.17%
16,264
+1,686
120
$1.32M 0.16%
26,812
-300
121
$1.31M 0.16%
18,185
122
$1.31M 0.16%
5,053
-394
123
$1.27M 0.16%
14,705
+960
124
$1.27M 0.16%
8,522
-10,985
125
$1.26M 0.15%
59,567
+4,917
3 4
5
6 7