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
$519M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.46M
3
+$1.2M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$1.16M
5
AAPL icon
Apple
AAPL
+$1.07M

Top Sells

1
+$1.74M
2
+$1.5M
3
+$1.23M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$926K
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$686K

Sector Composition

1 Technology 15.57%
2 Healthcare 14.67%
3 Financials 12.73%
4 Consumer Discretionary 11.12%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.63%
34,092
+719
52
$3.23M 0.62%
37,200
+620
53
$3.14M 0.6%
38,087
-924
54
$3.07M 0.59%
16,767
+1,074
55
$3.03M 0.58%
10,223
+238
56
$3.02M 0.58%
88,576
-8,340
57
$2.99M 0.58%
24,019
+2,675
58
$2.88M 0.55%
45,375
-928
59
$2.87M 0.55%
52,715
-226
60
$2.83M 0.55%
12,758
-105
61
$2.82M 0.54%
68,867
-3,061
62
$2.72M 0.52%
22,896
-4,235
63
$2.65M 0.51%
16,408
+2,110
64
$2.65M 0.51%
23,301
-74
65
$2.5M 0.48%
48,492
+5,236
66
$2.43M 0.47%
23,818
-5
67
$2.43M 0.47%
28,494
-5,284
68
$2.41M 0.46%
32,727
-1,587
69
$2.22M 0.43%
57,380
-2,560
70
$2.21M 0.42%
11,396
-77
71
$2.16M 0.42%
15,720
-745
72
$2.05M 0.39%
30,925
73
$2.02M 0.39%
14,558
+1,390
74
$1.94M 0.37%
18,917
+390
75
$1.79M 0.35%
24,537
+960
1 2
3
4 5