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
$427M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.47M
3
+$1.12M
4
PBCT
People's United Financial Inc
PBCT
+$959K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$727K

Top Sells

1
+$863K
2
+$743K
3
+$575K
4
GAP
The Gap Inc
GAP
+$482K
5
KMB icon
Kimberly-Clark
KMB
+$421K

Sector Composition

1 Healthcare 15.45%
2 Consumer Staples 14.48%
3 Consumer Discretionary 10.59%
4 Technology 8.27%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 3.05%
245,798
+2,260
2
$12.9M 3.01%
51,898
-558
3
$12M 2.8%
106,194
+6,050
4
$11.6M 2.72%
95,839
-512
5
$10.8M 2.52%
94,640
+6,383
6
$10.4M 2.42%
317,358
+4,143
7
$10M 2.35%
162,004
+1,449
8
$9.84M 2.3%
254,764
-1,390
9
$9.83M 2.3%
172,145
+66
10
$9.15M 2.14%
153,858
-5,667
11
$9.03M 2.11%
130,948
-1,933
12
$8.37M 1.96%
82,230
+997
13
$8.3M 1.94%
111,908
-2,135
14
$8.25M 1.93%
88,022
+511
15
$7.78M 1.82%
139,351
+1,461
16
$7.39M 1.73%
60,184
+95
17
$7.14M 1.67%
213,599
+8,711
18
$6.81M 1.59%
92,630
-1,812
19
$6.77M 1.58%
283,368
-1,924
20
$6.76M 1.58%
85,891
-1,127
21
$6.48M 1.52%
66,549
+771
22
$6.46M 1.51%
60,760
+2,770
23
$6.19M 1.45%
78,224
+425
24
$6.05M 1.42%
127,828
-2,036
25
$6.03M 1.41%
39,963
+774
1
2 3 4 5