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
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$718K 0.15%
7,595
+1,000
127
$701K 0.15%
+5,958
128
$699K 0.15%
9,617
-2
129
$696K 0.15%
4,646
-100
130
$696K 0.15%
11,612
-313
131
$684K 0.14%
4,000
132
$663K 0.14%
6,327
+2,247
133
$661K 0.14%
8,000
+1,000
134
$659K 0.14%
4,358
+2,210
135
$608K 0.13%
5,398
+249
136
$604K 0.13%
4,800
+500
137
$594K 0.12%
5,500
138
$579K 0.12%
2,152
-476
139
$574K 0.12%
20,600
-1,000
140
$570K 0.12%
8,000
141
$569K 0.12%
+10,835
142
$567K 0.12%
3,382
-341
143
$567K 0.12%
4,262
-191
144
$566K 0.12%
25,806
-1,048
145
$556K 0.12%
4,100
146
$543K 0.11%
11,561
+796
147
$522K 0.11%
3,608
-439
148
$516K 0.11%
4,008
-1,125
149
$511K 0.11%
10,131
-4,009
150
$509K 0.11%
8,250
-359
4 5
6
7 8