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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$974K 0.12%
4,650
+110
152
$968K 0.12%
+4,856
153
$951K 0.12%
10,605
-1,839
154
$950K 0.12%
2,287
+95
155
$950K 0.12%
4,857
+1,079
156
$948K 0.12%
4,254
+7
157
$941K 0.12%
8,678
+3,769
158
$934K 0.12%
4,798
+333
159
$893K 0.11%
14,490
+4,285
160
$889K 0.11%
1,624
-495
161
$888K 0.11%
3,112
+184
162
$880K 0.11%
4,329
+1,679
163
$865K 0.11%
4,389
+539
164
$864K 0.11%
11,223
+2,391
165
$863K 0.11%
2,940
+467
166
$861K 0.11%
2,160
+184
167
$851K 0.1%
8,824
+672
168
$846K 0.1%
3,491
+664
169
$836K 0.1%
10,073
+1,944
170
$836K 0.1%
18,315
+75
171
$833K 0.1%
+2,800
172
$830K 0.1%
3,730
+694
173
$816K 0.1%
24,327
+1,114
174
$797K 0.1%
3,958
+2,414
175
$785K 0.1%
+46,991
5 6
7
8 9