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
$415M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.16M
3
+$783K
4
TSN icon
Tyson Foods
TSN
+$704K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$649K

Top Sells

1
+$1.99M
2
+$1.13M
3
+$1.11M
4
TFC icon
Truist Financial
TFC
+$837K
5
VZ icon
Verizon
VZ
+$782K

Sector Composition

1 Healthcare 17.15%
2 Consumer Staples 12.04%
3 Consumer Discretionary 11.12%
4 Technology 8.99%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$209K 0.05%
1,400
177
$155K 0.04%
18,062
-1
178
$30K 0.01%
10,000
179
$19K ﹤0.01%
10,000
180
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-11,449
181
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-6,935
182
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-102,513
183
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-4,462
184
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-44,351
185
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186
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187
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188
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-8,084
189
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-6,000
190
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-18,990
191
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-8,636
192
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194
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195
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198
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-11,800
199
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-5,000
4 5 6 7
8