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
$656M
AUM Growth
-$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.13M
3
+$1.05M
4
VZ icon
Verizon
VZ
+$973K
5
MOH icon
Molina Healthcare
MOH
+$877K

Top Sells

1
+$4.25M
2
+$3.71M
3
+$3.19M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$2.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Healthcare 19.88%
2 Technology 16.91%
3 Financials 10.45%
4 Consumer Discretionary 8.36%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$454K 0.07%
+13,001
202
$453K 0.07%
2,161
-1,330
203
$448K 0.07%
4,859
204
$447K 0.07%
3,940
-148
205
$444K 0.07%
7,268
-3,273
206
$443K 0.07%
1,136
-17
207
$436K 0.07%
2,477
-133
208
$433K 0.07%
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209
$432K 0.07%
3,157
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210
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-49
211
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12,677
-1,785
212
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16,622
-4,066
213
$409K 0.06%
622
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214
$403K 0.06%
1,791
-2,826
215
$400K 0.06%
23,224
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216
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217
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2,329
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218
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219
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220
$381K 0.06%
1,847
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221
$379K 0.06%
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222
$378K 0.06%
8,565
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223
$375K 0.06%
4,436
-30
224
$375K 0.06%
5,265
225
$368K 0.06%
1,048
-576
7 8
9
10 11