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
101
$1.29M 0.23%
8,069
+66
102
$1.28M 0.23%
28,485
+354
103
$1.24M 0.22%
15,180
-770
104
$1.24M 0.22%
6,979
-83
105
$1.21M 0.22%
14,459
-731
106
$1.21M 0.22%
56,847
+25,855
107
$1.21M 0.22%
60,275
+22,900
108
$1.21M 0.22%
8,873
-348
109
$1.17M 0.21%
4,929
-100
110
$1.16M 0.21%
17,641
-687
111
$1.12M 0.2%
21,940
-1,055
112
$1.11M 0.2%
12,961
-540
113
$1.09M 0.19%
10,208
-400
114
$1.07M 0.19%
38,050
-633
115
$1.05M 0.19%
12,528
+1,126
116
$1.01M 0.18%
11,763
-489
117
$1M 0.18%
4,167
+37
118
$935K 0.17%
3,524
119
$892K 0.16%
+16,800
120
$870K 0.16%
7,432
-45
121
$851K 0.15%
11,422
-1,810
122
$849K 0.15%
14,083
-9,756
123
$836K 0.15%
9,794
+1,164
124
$826K 0.15%
5,455
125
$801K 0.14%
15,292
+60
3 4
5
6 7