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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.69M
3
+$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1
+$2.87M
2
+$2.09M
3
+$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$975K 0.16%
18,819
+1,310
127
$971K 0.16%
20,981
-658
128
$970K 0.16%
27,159
-1,001
129
$898K 0.15%
8,172
+589
130
$872K 0.15%
18,770
+2,878
131
$854K 0.14%
+36,250
132
$853K 0.14%
8,450
-175
133
$851K 0.14%
25,920
+1,523
134
$841K 0.14%
14,405
+3,693
135
$826K 0.14%
5,106
+1,033
136
$818K 0.14%
2,293
+36
137
$810K 0.13%
8,957
+191
138
$794K 0.13%
3,498
-14
139
$792K 0.13%
3,587
+105
140
$768K 0.13%
9,150
+615
141
$756K 0.13%
39,805
+58
142
$752K 0.13%
14,632
-930
143
$735K 0.12%
4,464
-2,447
144
$719K 0.12%
7,674
+173
145
$712K 0.12%
3,472
+107
146
$682K 0.11%
12,884
+691
147
$666K 0.11%
389
-1
148
$658K 0.11%
48,990
-4,188
149
$653K 0.11%
4,547
+320
150
$649K 0.11%
5,953
+38
4 5
6
7 8