CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.15%
54,650
-18,960
127
$1.17M 0.15%
5,241
+2,655
128
$1.13M 0.14%
9,858
+579
129
$1.12M 0.14%
15,342
+2,027
130
$1.12M 0.14%
4,540
+1,645
131
$1.11M 0.14%
12,769
-11,226
132
$1.11M 0.14%
21,557
-446
133
$1.08M 0.14%
12,444
+2,642
134
$1.08M 0.14%
+4,785
135
$1.07M 0.13%
49,000
-21,850
136
$1.07M 0.13%
14,578
+7,371
137
$1.06M 0.13%
+8,152
138
$1.03M 0.13%
7,560
-1,342
139
$1.01M 0.13%
+14,184
140
$1.01M 0.13%
14,937
-1,705
141
$996K 0.12%
13,745
+1,047
142
$987K 0.12%
45,106
-15,675
143
$966K 0.12%
14,336
-1,524
144
$957K 0.12%
4,589
+616
145
$948K 0.12%
8,431
-484
146
$931K 0.12%
4,465
-135
147
$921K 0.12%
2,473
-394
148
$920K 0.12%
+19,441
149
$910K 0.11%
4,830
-1,767
150
$895K 0.11%
427
-324
4 5
6
7 8