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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.69M
3
+$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1
+$2.87M
2
+$2.09M
3
+$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$641K 0.11%
5,253
+906
152
$641K 0.11%
5,553
+53
153
$632K 0.11%
9,000
+410
154
$630K 0.1%
16,808
+41
155
$623K 0.1%
4,530
+200
156
$620K 0.1%
11,430
+1,788
157
$617K 0.1%
3,294
158
$606K 0.1%
16,633
+118
159
$595K 0.1%
4,845
+33
160
$593K 0.1%
+5,328
161
$584K 0.1%
22,563
+2,718
162
$583K 0.1%
3,015
+8
163
$577K 0.1%
15,155
+951
164
$577K 0.1%
9,049
165
$575K 0.1%
+3,550
166
$569K 0.09%
36,050
167
$557K 0.09%
3,786
-10
168
$554K 0.09%
7,018
-100
169
$553K 0.09%
13,174
+2,338
170
$536K 0.09%
7,629
-15
171
$531K 0.09%
+1,349
172
$529K 0.09%
2,387
-106
173
$519K 0.09%
6,877
174
$514K 0.09%
8,262
-8,759
175
$512K 0.09%
10,580
+222
5 6
7
8 9