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
$415M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.16M
3
+$783K
4
TSN icon
Tyson Foods
TSN
+$704K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$649K

Top Sells

1
+$1.99M
2
+$1.13M
3
+$1.11M
4
TFC icon
Truist Financial
TFC
+$837K
5
VZ icon
Verizon
VZ
+$782K

Sector Composition

1 Healthcare 17.15%
2 Consumer Staples 12.04%
3 Consumer Discretionary 11.12%
4 Technology 8.99%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$370K 0.09%
3,558
152
$353K 0.09%
2,827
153
$347K 0.08%
12,617
-65
154
$344K 0.08%
7,284
+1
155
$321K 0.08%
8,755
+493
156
$319K 0.08%
7,200
-4,000
157
$313K 0.08%
3,225
+50
158
$309K 0.07%
7,000
159
$309K 0.07%
7,134
160
$308K 0.07%
7,800
161
$306K 0.07%
7,056
-1,038
162
$305K 0.07%
3,000
-533
163
$293K 0.07%
5,016
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164
$291K 0.07%
3,420
+158
165
$290K 0.07%
+3,764
166
$290K 0.07%
23,463
167
$281K 0.07%
+3,966
168
$281K 0.07%
3,935
169
$275K 0.07%
6,711
-2,072
170
$232K 0.06%
3,196
+73
171
$223K 0.05%
7,846
-1,253
172
$219K 0.05%
2,550
173
$217K 0.05%
4,130
174
$215K 0.05%
+1,089
175
$213K 0.05%
3,534
4 5 6
7
8