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
201
$588K 0.07%
4,196
-3,596
202
$583K 0.07%
2,674
-696
203
$583K 0.07%
2,650
-1,630
204
$574K 0.07%
6,473
-1,349
205
$571K 0.07%
10,585
-13,555
206
$570K 0.07%
4,909
+1,904
207
$569K 0.07%
2,425
-629
208
$562K 0.07%
+34,212
209
$543K 0.07%
11,993
+576
210
$538K 0.07%
+4,859
211
$533K 0.07%
7,763
+357
212
$492K 0.06%
4,843
-2,699
213
$492K 0.06%
+3,570
214
$480K 0.06%
31,109
+1,209
215
$471K 0.06%
+2,243
216
$465K 0.06%
1,215
+677
217
$463K 0.06%
+9,480
218
$457K 0.06%
+2,365
219
$453K 0.06%
5,772
220
$450K 0.06%
5,142
+66
221
$447K 0.06%
3,860
-752
222
$446K 0.06%
23,520
-10,890
223
$438K 0.05%
2,679
+10
224
$437K 0.05%
+1,492
225
$435K 0.05%
17,310
-25,390
7 8
9
10 11