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
76
$2.26M 0.34%
15,450
+50
77
$2.25M 0.34%
11,537
-670
78
$2.1M 0.32%
51,025
-37,097
79
$2.08M 0.31%
15,999
+4,072
80
$2.04M 0.31%
26,436
-2,228
81
$2.01M 0.3%
23,762
-6,672
82
$2M 0.3%
14,138
+3,141
83
$1.9M 0.29%
28,123
+2,859
84
$1.85M 0.28%
28,631
+205
85
$1.81M 0.27%
39,495
-10,075
86
$1.8M 0.27%
+8,427
87
$1.79M 0.27%
40,040
-3,562
88
$1.78M 0.27%
82,080
+2,545
89
$1.75M 0.26%
7,561
-112
90
$1.75M 0.26%
82,522
+540
91
$1.75M 0.26%
10,649
+195
92
$1.7M 0.26%
31,800
-1,173
93
$1.69M 0.25%
24,578
+2,995
94
$1.65M 0.25%
75,147
+7,629
95
$1.64M 0.25%
13,622
-361
96
$1.6M 0.24%
63,610
-18,680
97
$1.57M 0.24%
7,990
-22
98
$1.54M 0.23%
9,167
+305
99
$1.52M 0.23%
67,725
+11,225
100
$1.51M 0.23%
6,152
-105
2 3
4
5 6