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
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$624K 0.08%
8,972
+176
202
$616K 0.08%
12,076
+2,148
203
$614K 0.08%
20,688
+1,126
204
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4,859
205
$602K 0.07%
33,570
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206
$601K 0.07%
2,700
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207
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208
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4,360
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209
$555K 0.07%
2,610
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210
$544K 0.07%
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211
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2,511
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212
$532K 0.07%
9,236
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213
$526K 0.06%
14,462
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214
$521K 0.06%
+6,264
215
$516K 0.06%
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216
$507K 0.06%
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217
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218
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6,110
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219
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220
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15,792
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221
$473K 0.06%
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222
$471K 0.06%
5,772
223
$468K 0.06%
7,485
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224
$468K 0.06%
3,355
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225
$453K 0.06%
4,717
+467
7 8
9
10 11