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
$421M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.8M
3
+$1.32M
4
WRK
WestRock Company
WRK
+$1.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1
+$1.92M
2
+$1.55M
3
+$1.34M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.18M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$963K

Sector Composition

1 Healthcare 14.81%
2 Consumer Staples 13.12%
3 Consumer Discretionary 9.73%
4 Technology 9.33%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$363K 0.09%
+4,975
152
$346K 0.08%
5,300
+1,742
153
$328K 0.08%
7,336
-400
154
$323K 0.08%
3,701
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155
$318K 0.08%
3,841
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156
$313K 0.07%
7,000
157
$305K 0.07%
3,935
158
$301K 0.07%
2,925
+200
159
$293K 0.07%
7,134
160
$289K 0.07%
5,000
161
$286K 0.07%
3,083
+481
162
$270K 0.06%
5,000
163
$269K 0.06%
5,610
164
$267K 0.06%
6,036
165
$267K 0.06%
+11,460
166
$265K 0.06%
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167
$265K 0.06%
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168
$261K 0.06%
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169
$244K 0.06%
2,550
170
$243K 0.06%
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171
$241K 0.06%
3,905
-2,207
172
$240K 0.06%
+6,350
173
$234K 0.06%
+2,579
174
$230K 0.05%
+4,900
175
$211K 0.05%
7,366
4 5 6
7
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