CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
1-Year Return
18.25%
This Quarter Return
+0.15%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$419M
AUM Growth
-$8.26M
(-1.9%)
Cap. Flow
-$5.29M
Cap. Flow
% of AUM
-1.26%
Top 10 Holdings %
Top 10 Hldgs %
26.06%
Holding
192
New
22
Increased
55
Reduced
84
Closed
11
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.76M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$1.3M |
| 3 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$821K |
| 4 |
NOV
NOV
|
$738K |
| 5 |
McKesson
MCK
|
$727K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$4.11M |
| 2 |
McDonald's
MCD
|
$2.1M |
| 3 |
Campbell Soup
CPB
|
$1.08M |
| 4 |
NVIDIA
NVDA
|
$899K |
| 5 |
Exxon Mobil
XOM
|
$873K |
Sector Composition
| 1 | Healthcare | 15.43% |
| 2 | Consumer Staples | 13.74% |
| 3 | Consumer Discretionary | 10.09% |
| 4 | Technology | 8.63% |
| 5 | Industrials | 8.63% |
