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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.15%
16,869
+2,685
127
$1.24M 0.15%
58,459
-983
128
$1.23M 0.15%
5,997
+140
129
$1.22M 0.15%
14,516
+11,187
130
$1.21M 0.15%
33,326
-1,448
131
$1.21M 0.15%
34,043
+16,817
132
$1.19M 0.15%
25,379
-1,356
133
$1.19M 0.15%
5,789
+548
134
$1.18M 0.15%
8,601
+109
135
$1.14M 0.14%
55,599
+10,493
136
$1.14M 0.14%
24,618
+5,177
137
$1.12M 0.14%
12,338
+7,495
138
$1.11M 0.14%
26,274
+10,478
139
$1.11M 0.14%
10,272
+414
140
$1.1M 0.14%
51,992
+2,992
141
$1.09M 0.13%
15,945
-6,955
142
$1.07M 0.13%
3,514
-1,500
143
$1.06M 0.13%
42,427
+8,215
144
$1.04M 0.13%
25,180
-2,249
145
$1.03M 0.13%
5,589
+2,314
146
$1.02M 0.13%
8,593
+215
147
$1.01M 0.12%
24,380
-3,363
148
$1M 0.12%
491
+64
149
$988K 0.12%
7,841
+3,645
150
$987K 0.12%
719
-106
4 5
6
7 8