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
51
$3.42M 0.61%
11,652
+68
52
$3.3M 0.59%
66,081
-2,786
53
$3.29M 0.59%
10,218
-5
54
$3.22M 0.57%
16,566
-201
55
$3.08M 0.55%
27,383
-9,940
56
$3.05M 0.54%
35,907
-2,180
57
$3.02M 0.54%
23,084
-217
58
$3M 0.53%
80,586
-7,990
59
$2.98M 0.53%
12,698
-60
60
$2.96M 0.53%
17,338
+930
61
$2.95M 0.53%
53,277
+562
62
$2.87M 0.51%
31,428
-2,664
63
$2.85M 0.51%
43,845
-1,530
64
$2.84M 0.51%
11,786
+390
65
$2.69M 0.48%
28,759
+265
66
$2.66M 0.47%
44,452
-4,040
67
$2.42M 0.43%
22,893
-925
68
$2.27M 0.4%
15,373
-347
69
$2.24M 0.4%
54,395
-2,985
70
$2.2M 0.39%
31,978
-749
71
$2.12M 0.38%
84,700
+38,400
72
$2.1M 0.37%
7,154
+39
73
$2.06M 0.37%
18,517
-400
74
$2.03M 0.36%
57,521
75
$2M 0.36%
8,820
+1,023
1 2
3
4 5