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
1
$19.5M 3.47%
103,677
-3,797
2
$18.6M 3.31%
253,208
-10,736
3
$17.8M 3.18%
45,829
-33
4
$14.1M 2.51%
89,390
-1,836
5
$12.5M 2.23%
62,508
+622
6
$12.4M 2.22%
69,243
7
$12.1M 2.16%
86,932
+1,526
8
$12M 2.14%
82,484
-2,447
9
$11.8M 2.11%
133,707
-647
10
$11.3M 2.01%
86,022
+14
11
$10.8M 1.92%
176,113
-3,804
12
$10.3M 1.84%
121,224
+644
13
$10M 1.79%
47,667
-832
14
$9.47M 1.69%
109,013
-1,209
15
$9.24M 1.65%
85,427
+39,311
16
$8.72M 1.55%
168,423
+45,803
17
$8.4M 1.5%
28,121
-1,489
18
$7.61M 1.36%
66,813
+3,996
19
$7.03M 1.25%
100,745
+15,210
20
$6.89M 1.23%
107,405
+35,304
21
$6.79M 1.21%
126,594
+14,545
22
$6.43M 1.14%
30,228
+1,238
23
$6.41M 1.14%
39,413
+897
24
$6.36M 1.13%
114,426
+14,127
25
$6.27M 1.12%
102,092
+1,447
1
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