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
$431M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
BWXT icon
BWX Technologies
BWXT
+$1.06M

Top Sells

1
+$4.24M
2
+$1.32M
3
+$1.23M
4
MMM icon
3M
MMM
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.13M

Sector Composition

1 Healthcare 14.4%
2 Consumer Staples 10.39%
3 Energy 9.94%
4 Consumer Discretionary 9.76%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$561K 0.13%
6,316
+1,701
127
$556K 0.13%
26,190
+8,112
128
$553K 0.13%
12,300
129
$552K 0.13%
6,838
+1,923
130
$552K 0.13%
12,740
+417
131
$541K 0.13%
875
+39
132
$533K 0.12%
9,265
133
$532K 0.12%
10,235
+2,004
134
$522K 0.12%
6,267
-1,213
135
$515K 0.12%
12,157
-5,067
136
$506K 0.12%
3,533
137
$490K 0.11%
5,786
+947
138
$477K 0.11%
2,861
+602
139
$476K 0.11%
4,300
140
$465K 0.11%
11,800
141
$457K 0.11%
3,363
+588
142
$451K 0.1%
4,684
+350
143
$451K 0.1%
+3,272
144
$445K 0.1%
6,318
-126
145
$434K 0.1%
10,880
+1,634
146
$434K 0.1%
9,232
+747
147
$432K 0.1%
+15,883
148
$432K 0.1%
2,333
149
$431K 0.1%
4,710
-400
150
$431K 0.1%
11,810
+45
4 5
6
7 8