CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+3.75%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$427M
AUM Growth
+$427M
(+4.7%)
Cap. Flow
+$6.77M
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
25.62%
Holding
179
New
14
Increased
65
Reduced
73
Closed
9
Top Buys
| 1 |
Hershey
HSY
|
$2.2M |
| 2 |
Merck
MRK
|
$1.47M |
| 3 |
Walmart
WMT
|
$1.12M |
| 4 |
PBCT
People's United Financial Inc
PBCT
|
$959K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$727K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$863K |
| 2 |
McDonald's
MCD
|
$743K |
| 3 |
CSC
Computer Sciences
CSC
|
$575K |
| 4 |
GAP
The Gap, Inc.
GAP
|
$482K |
| 5 |
Kimberly-Clark
KMB
|
$421K |
Sector Composition
| 1 | Healthcare | 15.45% |
| 2 | Consumer Staples | 14.48% |
| 3 | Consumer Discretionary | 10.59% |
| 4 | Technology | 8.27% |
| 5 | Industrials | 8.23% |