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
$600M
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.69M
3
+$2.01M
4
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.63M

Top Sells

1
+$2.87M
2
+$2.09M
3
+$1.1M
4
CSCO icon
Cisco
CSCO
+$1.1M
5
CME icon
CME Group
CME
+$968K

Sector Composition

1 Technology 17.95%
2 Healthcare 16.71%
3 Consumer Discretionary 10.22%
4 Financials 10.15%
5 Consumer Staples 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$394K 0.07%
7,713
+68
202
$381K 0.06%
2,540
+180
203
$373K 0.06%
8,985
+785
204
$370K 0.06%
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205
$361K 0.06%
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206
$357K 0.06%
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207
$357K 0.06%
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208
$349K 0.06%
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209
$332K 0.06%
6,709
-4,148
210
$328K 0.05%
4,110
-444
211
$328K 0.05%
7,095
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212
$325K 0.05%
+2,920
213
$324K 0.05%
+5,895
214
$321K 0.05%
10,517
-2,680
215
$316K 0.05%
13,449
-16,136
216
$313K 0.05%
3,300
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217
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218
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219
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29,000
-5,000
220
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5,524
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221
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1,051
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222
$282K 0.05%
1,640
223
$280K 0.05%
2,142
+227
224
$272K 0.05%
3,050
-500
225
$253K 0.04%
+6,570
7 8
9
10 11