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
$546M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.68M
3
+$2.12M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.57M
5
LRCX icon
Lam Research
LRCX
+$1.52M

Top Sells

1
+$11.6M
2
+$1.01M
3
+$786K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$550K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$524K

Sector Composition

1 Healthcare 18.45%
2 Technology 18.09%
3 Financials 10.99%
4 Consumer Discretionary 9.46%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.1%
31,920
-1,848
27
$5.59M 1.03%
18,881
+1,754
28
$5.48M 1%
40,552
-2,472
29
$5.32M 0.97%
72,244
+2,447
30
$5.27M 0.97%
28,574
+1,200
31
$5.04M 0.92%
220,699
+22,098
32
$4.92M 0.9%
41,163
-1,059
33
$4.65M 0.85%
34,562
+1,435
34
$4.61M 0.84%
45,695
+9,559
35
$4.42M 0.81%
98,957
+314
36
$4.38M 0.8%
14,136
+6,830
37
$4.26M 0.78%
55,342
+7,759
38
$4.15M 0.76%
31,387
+4,971
39
$4.05M 0.74%
13,367
+1,658
40
$4.04M 0.74%
77,405
+70,421
41
$4.01M 0.73%
50,347
+4,674
42
$3.8M 0.7%
11,534
-27
43
$3.73M 0.68%
50,513
-1,058
44
$3.68M 0.67%
15,599
+4,091
45
$3.62M 0.66%
26,440
+1,014
46
$3.54M 0.65%
41,544
-588
47
$3.45M 0.63%
42,523
-1,068
48
$3.44M 0.63%
49,086
-128
49
$3.4M 0.62%
28,810
+7,823
50
$3.34M 0.61%
71,572
+13,948
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