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
$769M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$1.52M
3 +$1.43M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.38M
5
LLY icon
Eli Lilly
LLY
+$1.23M

Sector Composition

1 Technology 19.6%
2 Healthcare 16.45%
3 Financials 10.19%
4 Consumer Discretionary 8.46%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.44M 0.19%
9,260
-1,067
102
$1.42M 0.18%
13,619
+33
103
$1.41M 0.18%
32,192
+1,620
104
$1.41M 0.18%
4,771
-1,270
105
$1.4M 0.18%
11,570
+74
106
$1.38M 0.18%
13,097
-1,495
107
$1.38M 0.18%
4,606
108
$1.34M 0.17%
3,421
-5
109
$1.32M 0.17%
6,589
-684
110
$1.32M 0.17%
7,557
-613
111
$1.31M 0.17%
5,007
-175
112
$1.3M 0.17%
9,043
-174
113
$1.27M 0.17%
14,083
-403
114
$1.24M 0.16%
27,218
-584
115
$1.23M 0.16%
1,402
-10
116
$1.22M 0.16%
15,242
-3,239
117
$1.19M 0.16%
12,161
+625
118
$1.18M 0.15%
22,771
+51
119
$1.18M 0.15%
7,760
-274
120
$1.15M 0.15%
324
-13
121
$1.15M 0.15%
18,089
-270
122
$1.14M 0.15%
4,910
-1,623
123
$1.13M 0.15%
18,321
-190
124
$1.13M 0.15%
8,917
-416
125
$1.13M 0.15%
4,163
-156