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
$664M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.8M
3
+$1.64M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.41M
5
RTX icon
RTX Corp
RTX
+$1.38M

Top Sells

1
+$1.53M
2
+$1.1M
3
+$1.08M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.05M
5
LRCX icon
Lam Research
LRCX
+$1.02M

Sector Composition

1 Technology 18.18%
2 Healthcare 16.11%
3 Financials 10.52%
4 Consumer Discretionary 10.21%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 1.08%
33,408
+2,743
27
$7.13M 1.07%
76,562
+9,250
28
$7.06M 1.06%
126,671
+38,718
29
$7M 1.05%
18,433
-222
30
$6.93M 1.04%
111,722
-5,307
31
$6.35M 0.96%
108,105
-2,781
32
$6.18M 0.93%
38,527
-1,575
33
$5.92M 0.89%
39,891
+642
34
$5.6M 0.84%
40,245
-2,137
35
$5.58M 0.84%
14,799
+1,743
36
$5.41M 0.81%
14,409
-15
37
$4.99M 0.75%
40,593
+292
38
$4.78M 0.72%
28,858
+3,456
39
$4.68M 0.71%
19,119
+2,787
40
$4.62M 0.7%
14,040
+1,029
41
$4.32M 0.65%
20,560
+2,958
42
$4.31M 0.65%
198,525
-19,914
43
$4.18M 0.63%
53,629
+1,274
44
$4.15M 0.63%
11,109
-297
45
$4.03M 0.61%
28,467
-7,781
46
$4.02M 0.61%
48,330
-1,318
47
$3.85M 0.58%
46,458
-141
48
$3.83M 0.58%
39,181
-3,441
49
$3.75M 0.56%
52,423
+19,343
50
$3.71M 0.56%
16,135
+253
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