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
201
$484K 0.07%
2,092
202
$483K 0.07%
19,792
+490
203
$465K 0.07%
3,150
+100
204
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205
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206
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207
$445K 0.07%
1,890
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208
$436K 0.07%
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209
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5,774
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210
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6,699
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211
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29,000
212
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13,419
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214
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5,491
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215
$397K 0.06%
1,670
216
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221
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1,421
223
$368K 0.06%
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224
$368K 0.06%
789
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225
$361K 0.05%
7,282
-1,906
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10 11