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
$431M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.16M
3
+$1.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.08M
5
BWXT icon
BWX Technologies
BWXT
+$1.06M

Top Sells

1
+$4.24M
2
+$1.32M
3
+$1.23M
4
MMM icon
3M
MMM
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.13M

Sector Composition

1 Healthcare 14.4%
2 Consumer Staples 10.39%
3 Energy 9.94%
4 Consumer Discretionary 9.76%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$331K 0.08%
1,602
177
$330K 0.08%
+7,240
178
$326K 0.08%
+2,501
179
$325K 0.08%
+18,151
180
$324K 0.08%
4,322
+757
181
$322K 0.07%
+6,500
182
$319K 0.07%
10,850
+100
183
$319K 0.07%
9,345
-4,801
184
$317K 0.07%
1,989
+493
185
$310K 0.07%
4,500
186
$305K 0.07%
4,816
+825
187
$302K 0.07%
10,206
+572
188
$302K 0.07%
3,165
-100
189
$299K 0.07%
4,148
-698
190
$296K 0.07%
8,154
191
$294K 0.07%
+7,107
192
$294K 0.07%
7,414
+300
193
$292K 0.07%
+6,907
194
$279K 0.06%
7,134
195
$272K 0.06%
2,550
196
$267K 0.06%
7,000
197
$264K 0.06%
6,926
198
$252K 0.06%
2,300
199
$245K 0.06%
4,677
-5,817
200
$243K 0.06%
1,400
6 7
8
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