CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+6.01%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$415M
AUM Growth
+$415M
(+2.3%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-2.87%
Top 10 Holdings %
Top 10 Hldgs %
24.16%
Holding
199
New
7
Increased
47
Reduced
85
Closed
20
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$1.87M |
| 2 |
Campbell Soup
CPB
|
$1.16M |
| 3 |
Automatic Data Processing
ADP
|
$783K |
| 4 |
Tyson Foods
TSN
|
$704K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$649K |
Top Sells
| 1 |
CF Industries
CF
|
$1.99M |
| 2 |
Brookfield
BN
|
$1.13M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.11M |
| 4 |
Truist Financial
TFC
|
$837K |
| 5 |
Verizon
VZ
|
$782K |
Sector Composition
| 1 | Healthcare | 17.15% |
| 2 | Consumer Staples | 12.04% |
| 3 | Consumer Discretionary | 11.12% |
| 4 | Technology | 8.99% |
| 5 | Financials | 8.96% |
