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
126
$950K 0.14%
4,464
127
$949K 0.14%
+18,259
128
$927K 0.14%
18,380
-390
129
$926K 0.14%
8,735
-1,950
130
$922K 0.14%
7,229
-1,728
131
$910K 0.14%
21,095
+114
132
$904K 0.14%
12,919
-5,900
133
$896K 0.13%
1,793
+444
134
$892K 0.13%
2,184
-109
135
$890K 0.13%
9,355
+398
136
$886K 0.13%
5,035
+190
137
$886K 0.13%
3,531
-56
138
$867K 0.13%
3,541
-904
139
$851K 0.13%
1,881
+510
140
$850K 0.13%
3,483
-15
141
$843K 0.13%
7,115
-1,335
142
$838K 0.13%
376
-13
143
$837K 0.13%
6,071
+118
144
$835K 0.13%
+14,193
145
$834K 0.13%
13,352
+468
146
$796K 0.12%
+21,965
147
$787K 0.12%
9,215
+215
148
$782K 0.12%
8,332
-1,981
149
$773K 0.12%
+3,976
150
$767K 0.12%
6,430
-2,611
4 5
6
7 8