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
$561M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$2.37M
3
+$2.27M
4
RTX icon
RTX Corp
RTX
+$1.96M
5
XOM icon
Exxon Mobil
XOM
+$1.06M

Top Sells

1
+$3.31M
2
+$1.12M
3
+$891K
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$802K
5
AAPL icon
Apple
AAPL
+$788K

Sector Composition

1 Technology 15.82%
2 Healthcare 14.93%
3 Financials 12.68%
4 Consumer Discretionary 11.26%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 1.08%
69,207
-1,097
27
$6M 1.07%
63,700
+20,807
28
$5.97M 1.06%
18,090
+626
29
$5.94M 1.06%
201,276
+8,573
30
$5.54M 0.99%
25,344
+3,903
31
$5.31M 0.95%
52,422
+2,782
32
$5.29M 0.94%
45,395
-525
33
$5.27M 0.94%
133,104
+2,880
34
$5.21M 0.93%
43,518
-100
35
$5.21M 0.93%
41,698
-400
36
$5.08M 0.9%
25,690
-1,056
37
$4.89M 0.87%
29,884
+1,835
38
$4.51M 0.8%
17,229
-121
39
$4.51M 0.8%
13,850
-445
40
$4.51M 0.8%
47,698
-2,916
41
$4.41M 0.79%
50,782
+21
42
$4.11M 0.73%
48,279
-1,550
43
$3.89M 0.69%
30,434
-575
44
$3.74M 0.67%
77,949
-7,815
45
$3.69M 0.66%
13,530
+156
46
$3.68M 0.66%
39,860
+2,660
47
$3.67M 0.65%
26,887
+1,689
48
$3.67M 0.65%
44,296
+459
49
$3.58M 0.64%
29,719
+6,823
50
$3.44M 0.61%
26,017
+1,998
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