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
$656M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.13M
3
+$1.05M
4
VZ icon
Verizon
VZ
+$973K
5
MOH icon
Molina Healthcare
MOH
+$877K

Top Sells

1
+$4.25M
2
+$3.71M
3
+$3.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Healthcare 19.88%
2 Technology 16.91%
3 Financials 10.45%
4 Consumer Discretionary 8.36%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$283K 0.04%
2,039
-674
252
$282K 0.04%
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-298
253
$279K 0.04%
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-50
254
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255
$271K 0.04%
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256
$265K 0.04%
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257
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918
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258
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259
$260K 0.04%
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260
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261
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262
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263
$231K 0.04%
3,652
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264
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265
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266
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267
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269
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9,686
270
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2,538
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271
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-20
272
$206K 0.03%
5,782
+1,027
273
$206K 0.03%
1,222
274
$204K 0.03%
74,000
+37,000
275
$201K 0.03%
+2,619
9 10
11
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