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
$477M
AUM Growth
-$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.93M
3
+$908K
4
CMI icon
Cummins
CMI
+$864K
5
STZ icon
Constellation Brands
STZ
+$851K

Top Sells

1
+$4.57M
2
+$2.25M
3
+$1.83M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.43M
5
SBUX icon
Starbucks
SBUX
+$1.38M

Sector Composition

1 Healthcare 15.49%
2 Technology 12.91%
3 Financials 11.83%
4 Industrials 10.58%
5 Consumer Staples 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$336K 0.07%
1,400
177
$335K 0.07%
2,819
+47
178
$328K 0.07%
6,036
179
$327K 0.07%
2,107
-270
180
$327K 0.07%
13,448
-293
181
$327K 0.07%
+6,285
182
$319K 0.07%
11,588
+453
183
$311K 0.07%
5,017
+2
184
$308K 0.06%
+2,235
185
$307K 0.06%
+6,710
186
$303K 0.06%
+1,885
187
$299K 0.06%
+2,465
188
$286K 0.06%
3,075
-275
189
$280K 0.06%
+6,454
190
$273K 0.06%
+7,981
191
$270K 0.06%
+2,565
192
$261K 0.05%
1,548
193
$256K 0.05%
1,689
-90
194
$256K 0.05%
1,886
195
$250K 0.05%
+3,584
196
$248K 0.05%
2,970
-52
197
$247K 0.05%
+1,467
198
$246K 0.05%
22,000
+12,000
199
$246K 0.05%
+2,183
200
$245K 0.05%
3,939
5 6 7
8
9