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
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$887K 0.11%
2,637
-31
152
$878K 0.11%
4,247
-57
153
$872K 0.11%
2,928
+1,258
154
$869K 0.11%
1,540
-211
155
$859K 0.11%
18,240
-2,460
156
$849K 0.11%
4,923
+626
157
$831K 0.1%
27,743
-11,305
158
$829K 0.1%
9,518
-584
159
$818K 0.1%
7,647
+1,769
160
$815K 0.1%
1,976
-367
161
$808K 0.1%
5,061
+751
162
$806K 0.1%
7,034
-1,871
163
$794K 0.1%
2,944
-1,074
164
$793K 0.1%
23,213
-6,029
165
$784K 0.1%
4,495
-793
166
$780K 0.1%
13,019
+1,713
167
$770K 0.1%
3,036
-89
168
$769K 0.1%
8,832
-4,406
169
$768K 0.1%
2,827
-658
170
$752K 0.09%
2,192
-120
171
$748K 0.09%
8,129
-2,260
172
$746K 0.09%
19,835
-3,390
173
$744K 0.09%
8,378
-3,572
174
$738K 0.09%
10,764
+1,114
175
$726K 0.09%
+4,312
5 6
7
8 9