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
$488M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$2.21M
4
DUK icon
Duke Energy
DUK
+$1.62M
5
VTR icon
Ventas
VTR
+$1.51M

Top Sells

1
+$1.66M
2
+$1.34M
3
+$1.14M
4
CAG icon
Conagra Brands
CAG
+$641K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$587K

Sector Composition

1 Healthcare 16.5%
2 Technology 15.17%
3 Financials 11.21%
4 Consumer Discretionary 10.51%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$377K 0.08%
23,420
+540
177
$375K 0.08%
+8,814
178
$374K 0.08%
5,394
-1,071
179
$370K 0.08%
7,855
+235
180
$369K 0.08%
8,923
-1,724
181
$366K 0.07%
2,091
-461
182
$365K 0.07%
2,193
-206
183
$363K 0.07%
+19,000
184
$360K 0.07%
6,955
-299
185
$358K 0.07%
1,918
186
$358K 0.07%
4,160
+427
187
$356K 0.07%
5,874
-1,215
188
$354K 0.07%
7,399
-1,411
189
$345K 0.07%
4,285
+440
190
$345K 0.07%
4,545
-1,115
191
$345K 0.07%
6,341
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192
$339K 0.07%
7,630
+540
193
$337K 0.07%
12,316
-500
194
$332K 0.07%
7,700
+845
195
$328K 0.07%
5,522
196
$320K 0.07%
2,682
-472
197
$320K 0.07%
2,793
+135
198
$317K 0.06%
+17,735
199
$316K 0.06%
3,152
+265
200
$314K 0.06%
+3,495
6 7
8
9 10