CCG
Cypress Capital Group Portfolio holdings
AUM
$804M
1-Year Est. Return
18.25%
1 Year Est. Return
+18.25%
AUM
$804M
AUM Growth
+$40M
(+5.2%)
Holding
237
Top Buys
| 1 | +$4.73M | |
| 2 | +$3M | |
| 3 | +$2.94M | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$1.97M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$1.77M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.28M | |
| 3 | +$4.5M | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$3.37M |
| 5 |
iShares S&P India Nifty 50 Index Fund
INDY
|
+$2.82M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Healthcare | 14.22% |
| 3 | Financials | 13.19% |
| 4 | Consumer Discretionary | 7.47% |
| 5 | Industrials | 5.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
EQT Corp
EQT
$33.7B
| – | – |
-4,172
|
|
||
227
Empire State Realty Series ES
ESBA
$1.94B
| – | – |
-10,000
|
|
||
228
Fidelity Total Bond ETF
FBND
$21.1B
| – | – |
-4,440
|
|
||
229
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-4,001
|
|
||
230
Iron Mountain
IRM
$30.9B
| – | – |
-2,815
|
|
||
231
McKesson
MCK
$97.8B
| – | – |
-357
|
|
||
232
Progressive
PGR
$132B
| – | – |
-817
|
|
||
233
Snap-on
SNA
$17.7B
| – | – |
-606
|
|
||
234
UnitedHealth
UNH
$323B
| – | – |
-8,585
|
|
||
235
Global X Uranium ETF
URA
$5.65B
| – | – |
-60,125
|
|
||
236
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-1,250
|
|
||
237
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
| – | – |
-90,408
|
|