CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
1-Year Return
18.25%
This Quarter Return
+5.59%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$431M
AUM Growth
+$10.6M
(+2.5%)
Cap. Flow
-$7.54M
Cap. Flow
% of AUM
-1.75%
Top 10 Holdings %
Top 10 Hldgs %
22.94%
Holding
228
New
25
Increased
70
Reduced
90
Closed
14
Top Buys
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.55M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.16M |
| 3 |
Procter & Gamble
PG
|
$1.11M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$1.08M |
| 5 |
BWX Technologies
BWXT
|
$1.06M |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.24M |
| 2 |
McDonald's
MCD
|
$1.32M |
| 3 |
Boeing
BA
|
$1.23M |
| 4 |
3M
MMM
|
$1.19M |
| 5 |
Emerson Electric
EMR
|
$1.13M |
Sector Composition
| 1 | Healthcare | 14.4% |
| 2 | Consumer Staples | 10.39% |
| 3 | Energy | 9.94% |
| 4 | Consumer Discretionary | 9.76% |
| 5 | Technology | 9.58% |
