CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$799M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.98M
3
+$2.94M
4
AMT icon
American Tower
AMT
+$2.78M
5
MMM icon
3M
MMM
+$2.55M

Top Sells

1
+$12.4M
2
+$3.78M
3
+$2.44M
4
ABBV icon
AbbVie
ABBV
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.69M

Sector Composition

1 Technology 20.98%
2 Healthcare 14.28%
3 Financials 10.76%
4 Consumer Discretionary 10.69%
5 Consumer Staples 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$724K 0.09%
3,597
-1,535
177
$716K 0.09%
+6,493
178
$714K 0.09%
12,502
-5,542
179
$710K 0.09%
6,408
-1,460
180
$700K 0.09%
1,868
-4
181
$700K 0.09%
5,425
-2,375
182
$697K 0.09%
9,928
-2,262
183
$693K 0.09%
6,527
-1,174
184
$683K 0.09%
+10,205
185
$683K 0.09%
+3,778
186
$680K 0.09%
15,796
-8,642
187
$662K 0.08%
11,310
-2,135
188
$657K 0.08%
8,796
+1,331
189
$657K 0.08%
3,275
-3,427
190
$654K 0.08%
6,184
-170
191
$651K 0.08%
+770
192
$648K 0.08%
3,556
-936
193
$647K 0.08%
+4,656
194
$645K 0.08%
17,226
-4,170
195
$642K 0.08%
3,850
-361
196
$639K 0.08%
3,390
-216
197
$627K 0.08%
19,562
-260
198
$613K 0.08%
3,483
+2,079
199
$596K 0.07%
8,771
-8,077
200
$588K 0.07%
6,888
+852
6 7
8
9 10