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
51
$3.69M 0.56%
5,116
-165
52
$3.59M 0.54%
13,143
+305
53
$3.53M 0.53%
64,293
+1,065
54
$3.45M 0.52%
9,842
+2,239
55
$3.31M 0.5%
27,987
-520
56
$3.24M 0.49%
21,261
+7,410
57
$3.21M 0.48%
246,040
+16,600
58
$3.2M 0.48%
37,439
+742
59
$3.15M 0.47%
41,824
-1,203
60
$3.14M 0.47%
34,293
+737
61
$2.88M 0.43%
61,000
-21,680
62
$2.86M 0.43%
55,327
+10,650
63
$2.83M 0.43%
139,975
+24,980
64
$2.72M 0.41%
73,946
-1,738
65
$2.71M 0.41%
25,077
-243
66
$2.65M 0.4%
30,260
+600
67
$2.62M 0.39%
16,902
+455
68
$2.54M 0.38%
43,663
-2,076
69
$2.54M 0.38%
14,008
+765
70
$2.48M 0.37%
14,025
+790
71
$2.46M 0.37%
18,235
+1,284
72
$2.43M 0.37%
48,719
+5,377
73
$2.38M 0.36%
27,120
74
$2.35M 0.35%
57,276
-1,343
75
$2.31M 0.35%
13,090
+948
1 2
3
4 5