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
$656M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.13M
3
+$1.05M
4
VZ icon
Verizon
VZ
+$973K
5
MOH icon
Molina Healthcare
MOH
+$877K

Top Sells

1
+$4.25M
2
+$3.71M
3
+$3.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Healthcare 19.88%
2 Technology 16.91%
3 Financials 10.45%
4 Consumer Discretionary 8.36%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.56%
9,726
-4
52
$3.52M 0.54%
232,010
-31,610
53
$3.52M 0.54%
6,847
+177
54
$3.37M 0.51%
80,770
+27,119
55
$3.36M 0.51%
9,979
-3,281
56
$3.34M 0.51%
53,156
+574
57
$3.34M 0.51%
31,152
+709
58
$3.32M 0.51%
42,912
+2,785
59
$3.29M 0.5%
13,696
-360
60
$3.14M 0.48%
12,893
-2,345
61
$3.03M 0.46%
81,089
-10,911
62
$3.03M 0.46%
4,970
-444
63
$2.98M 0.45%
37,356
-1,195
64
$2.95M 0.45%
20,906
+1,041
65
$2.94M 0.45%
17,815
-11,290
66
$2.91M 0.44%
36,331
-739
67
$2.9M 0.44%
12,930
-2,144
68
$2.73M 0.42%
21,351
-5,003
69
$2.65M 0.4%
62,256
+1,006
70
$2.64M 0.4%
12,551
-238
71
$2.52M 0.38%
17,886
+1,308
72
$2.45M 0.37%
116,714
+1,015
73
$2.43M 0.37%
13,315
-285
74
$2.4M 0.37%
32,733
-870
75
$2.29M 0.35%
53,710
-10,250
1 2
3
4 5