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
76
$1.97M 0.35%
3,915
+35
77
$1.96M 0.35%
13,543
+290
78
$1.92M 0.34%
5,923
+2,583
79
$1.91M 0.34%
30,425
-500
80
$1.86M 0.33%
13,560
+2,510
81
$1.8M 0.32%
84,655
+1,875
82
$1.78M 0.32%
33,073
+1,299
83
$1.77M 0.32%
13,844
-714
84
$1.76M 0.31%
29,080
+352
85
$1.76M 0.31%
82,838
+9,140
86
$1.68M 0.3%
15,615
+415
87
$1.65M 0.29%
31,216
+221
88
$1.64M 0.29%
12,291
+200
89
$1.59M 0.28%
23,800
+2,560
90
$1.58M 0.28%
24,299
-3,038
91
$1.57M 0.28%
7,502
+1
92
$1.57M 0.28%
73,083
+15,815
93
$1.57M 0.28%
12,227
+4,085
94
$1.52M 0.27%
22,760
+5,280
95
$1.51M 0.27%
74,670
+18,450
96
$1.47M 0.26%
19,333
97
$1.39M 0.25%
40,725
-2,025
98
$1.38M 0.25%
21,770
99
$1.37M 0.24%
107,010
+12,570
100
$1.3M 0.23%
32,390
-1,915
2 3
4
5 6