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
126
$796K 0.14%
5,393
-66
127
$789K 0.14%
20,999
-6,496
128
$775K 0.14%
15,375
129
$772K 0.14%
7,745
-425
130
$767K 0.14%
3,737
-104
131
$760K 0.14%
4,321
-50
132
$747K 0.13%
7,890
-429
133
$737K 0.13%
13,085
-610
134
$732K 0.13%
4,104
-963
135
$693K 0.12%
9,322
+400
136
$693K 0.12%
7,879
+1,050
137
$690K 0.12%
4,100
138
$674K 0.12%
8,314
-486
139
$672K 0.12%
11,275
-275
140
$643K 0.11%
+29,935
141
$640K 0.11%
312
-45
142
$640K 0.11%
4,979
-263
143
$635K 0.11%
6,841
+1,745
144
$621K 0.11%
4,090
+215
145
$601K 0.11%
3,914
-320
146
$591K 0.11%
12,321
-2,417
147
$577K 0.1%
19,720
-1,320
148
$564K 0.1%
8,970
+1,229
149
$525K 0.09%
9,096
-15,441
150
$519K 0.09%
3,135
-14
4 5
6
7 8