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
101
$1.49M 0.22%
5,134
+60
102
$1.49M 0.22%
6,173
-22
103
$1.49M 0.22%
6,537
-242
104
$1.48M 0.22%
28,306
+200
105
$1.48M 0.22%
12,318
-295
106
$1.47M 0.22%
15,275
-1,165
107
$1.45M 0.22%
7,942
108
$1.43M 0.21%
47,073
+904
109
$1.38M 0.21%
17,205
110
$1.37M 0.21%
20,510
-560
111
$1.34M 0.2%
5,671
-1,761
112
$1.33M 0.2%
64,861
-3,600
113
$1.33M 0.2%
7,649
-349
114
$1.29M 0.2%
24,352
+13,549
115
$1.2M 0.18%
28,312
-850
116
$1.18M 0.18%
7,905
-267
117
$1.16M 0.18%
4,121
-23
118
$1.1M 0.17%
928
+754
119
$1.08M 0.16%
23,464
-4,250
120
$1.01M 0.15%
7,213
+4,293
121
$1M 0.15%
40,816
+1,011
122
$991K 0.15%
14,513
+108
123
$972K 0.15%
24,300
-1,620
124
$966K 0.15%
26,659
-500
125
$957K 0.14%
13,852
-780
3 4
5
6 7