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
201
$312K 0.06%
4,377
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202
$310K 0.06%
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203
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207
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211
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218
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221
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222
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223
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224
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+1,640
225
$227K 0.05%
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