CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+1.76%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$421M
AUM Growth
+$421M
(+0.51%)
Cap. Flow
-$901K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
25.45%
Holding
197
New
16
Increased
46
Reduced
94
Closed
15
Top Buys
| 1 |
Microsoft
MSFT
|
$2.96M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.8M |
| 3 |
Blackrock
BLK
|
$1.32M |
| 4 |
WRK
WestRock Company
WRK
|
$1.31M |
| 5 |
JPMorgan Chase
JPM
|
$1.23M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.92M |
| 2 |
Automatic Data Processing
ADP
|
$1.55M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.18M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$963K |
| 5 |
J.M. Smucker
SJM
|
$798K |
Sector Composition
| 1 | Healthcare | 14.81% |
| 2 | Consumer Staples | 13.12% |
| 3 | Consumer Discretionary | 9.73% |
| 4 | Technology | 9.33% |
| 5 | Industrials | 8.88% |
