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
$804M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3M
3
+$2.94M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.97M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.77M

Top Sells

1
+$9.1M
2
+$8.28M
3
+$4.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.37M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$2.82M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.22%
3 Financials 13.19%
4 Consumer Discretionary 7.47%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$660B
$52.2M 6.5%
84,119
-4,138
AAPL icon
2
Apple
AAPL
$3.74T
$40.8M 5.08%
198,975
-1,247
LLY icon
3
Eli Lilly
LLY
$720B
$40.6M 5.05%
52,085
-285
MSFT icon
4
Microsoft
MSFT
$3.82T
$36M 4.48%
72,392
+1,098
V icon
5
Visa
V
$664B
$24.9M 3.1%
70,182
-592
JPM icon
6
JPMorgan Chase
JPM
$810B
$21.1M 2.62%
72,687
+3,966
ABBV icon
7
AbbVie
ABBV
$406B
$20.1M 2.51%
108,470
+878
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$19.2M 2.39%
39,549
+3,606
NVDA icon
9
NVIDIA
NVDA
$4.46T
$19.2M 2.39%
121,545
+2,523
IAU icon
10
iShares Gold Trust
IAU
$64.3B
$16.3M 2.03%
262,049
+75,914
AMZN icon
11
Amazon
AMZN
$2.27T
$15.9M 1.98%
72,362
+3,092
LMT icon
12
Lockheed Martin
LMT
$116B
$15.2M 1.89%
32,805
+18
AVGO icon
13
Broadcom
AVGO
$1.65T
$15.1M 1.88%
54,865
+1,066
XOM icon
14
Exxon Mobil
XOM
$479B
$14.2M 1.77%
132,142
-2,900
WMT icon
15
Walmart
WMT
$859B
$13.8M 1.72%
141,463
+2,642
SPY icon
16
SPDR S&P 500 ETF Trust
SPY
$660B
$13.3M 1.66%
21,560
+1,211
QQQ icon
17
Invesco QQQ Trust
QQQ
$384B
$12.4M 1.55%
22,513
+1,073
TJX icon
18
TJX Companies
TJX
$160B
$11.8M 1.46%
95,187
-381
JNJ icon
19
Johnson & Johnson
JNJ
$465B
$11.3M 1.4%
73,889
+1,366
ABT icon
20
Abbott
ABT
$224B
$10.3M 1.28%
75,820
+1,646
MA icon
21
Mastercard
MA
$507B
$10.2M 1.27%
18,229
-3
CME icon
22
CME Group
CME
$96.6B
$9.61M 1.2%
34,862
+726
PM icon
23
Philip Morris
PM
$246B
$9.14M 1.14%
50,200
+1,956
HD icon
24
Home Depot
HD
$390B
$8.58M 1.07%
23,391
-814
COST icon
25
Costco
COST
$415B
$8.23M 1.02%
8,313
+196
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