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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.06%
7,223
-52
152
$270K 0.06%
3,739
-74
153
$268K 0.06%
3,375
154
$263K 0.06%
+3,025
155
$259K 0.06%
6,036
156
$258K 0.06%
2,550
157
$242K 0.06%
2,739
158
$237K 0.06%
3,137
+435
159
$236K 0.06%
+2,805
160
$229K 0.05%
+1,631
161
$228K 0.05%
+2,058
162
$216K 0.05%
+5,000
163
$216K 0.05%
2,593
-588
164
$215K 0.05%
7,366
+100
165
$212K 0.05%
1,400
166
$201K 0.05%
+2,760
167
$162K 0.04%
+12,865
168
$133K 0.03%
18,062
169
$51K 0.01%
10,000
170
$21K ﹤0.01%
10,000
171
– –
-5,000
172
– –
-5,176
173
– –
-9,756
174
– –
-1,850
175
– –
-4,477
4 5 6
7
8