CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
This Quarter Return
+1.55%
1 Year Return
+18.25%
3 Year Return
+72.12%
5 Year Return
+121.81%
10 Year Return
+275.01%
AUM
$438M
AUM Growth
+$438M
(+1.6%)
Cap. Flow
+$9.44M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
22.68%
Holding
224
New
10
Increased
87
Reduced
68
Closed
20
Top Buys
| 1 |
Visa
V
|
$5.69M |
| 2 |
Pfizer
PFE
|
$3.84M |
| 3 |
CME Group
CME
|
$1.56M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$1.18M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$899K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.86M |
| 2 |
PETM
PETSMART INC
PETM
|
$1.48M |
| 3 |
KLA
KLAC
|
$1.31M |
| 4 |
BWX Technologies
BWXT
|
$1.06M |
| 5 |
Union Pacific
UNP
|
$968K |
Sector Composition
| 1 | Healthcare | 15.79% |
| 2 | Consumer Staples | 10.72% |
| 3 | Consumer Discretionary | 9.98% |
| 4 | Technology | 9.66% |
| 5 | Energy | 8.87% |
