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
$836M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.77M
3 +$2.73M
4
PFE icon
Pfizer
PFE
+$2.6M
5
AMD icon
Advanced Micro Devices
AMD
+$2.3M

Top Sells

1 +$34M
2 +$3.94M
3 +$2.24M
4
VZ icon
Verizon
VZ
+$1.51M
5
CTRA icon
Coterra Energy
CTRA
+$1.42M

Sector Composition

1 Technology 22.4%
2 Healthcare 14.83%
3 Financials 12.91%
4 Consumer Discretionary 7.94%
5 Industrials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HD icon
26
Home Depot
HD
$356B
$9.42M 1.13%
23,261
-130
BLK icon
27
Blackrock
BLK
$161B
$9.37M 1.12%
8,041
+246
TSM icon
28
TSMC
TSM
$1.49T
$8.25M 0.99%
29,554
+944
PSX icon
29
Phillips 66
PSX
$56.3B
$7.93M 0.95%
58,327
-489
PM icon
30
Philip Morris
PM
$243B
$7.83M 0.94%
48,295
-1,905
MMM icon
31
3M
MMM
$90.6B
$7.78M 0.93%
50,167
+674
COST icon
32
Costco
COST
$404B
$7.56M 0.9%
8,169
-144
MCD icon
33
McDonald's
MCD
$216B
$7.47M 0.89%
24,570
+705
META icon
34
Meta Platforms (Facebook)
META
$1.62T
$6.52M 0.78%
8,878
+1,171
RTX icon
35
RTX Corp
RTX
$225B
$6.19M 0.74%
36,964
-102
CVX icon
36
Chevron
CVX
$305B
$6.14M 0.73%
39,534
-1,421
BABA icon
37
Alibaba
BABA
$392B
$6.12M 0.73%
34,269
+4,094
GILD icon
38
Gilead Sciences
GILD
$154B
$5.4M 0.65%
48,604
+71
CSCO icon
39
Cisco
CSCO
$300B
$5.34M 0.64%
77,979
+208
LOW icon
40
Lowe's Companies
LOW
$138B
$5.29M 0.63%
21,069
-262
PAYX icon
41
Paychex
PAYX
$39.8B
$5.24M 0.63%
41,326
-3,739
IBM icon
42
IBM
IBM
$286B
$4.9M 0.59%
17,369
-300
COR icon
43
Cencora
COR
$69.9B
$4.61M 0.55%
14,750
+619
MRK icon
44
Merck
MRK
$253B
$4.59M 0.55%
54,711
+1,131
MO icon
45
Altria Group
MO
$99.3B
$4.56M 0.55%
69,025
-3,752
NEM icon
46
Newmont
NEM
$100B
$4.53M 0.54%
53,774
+5,225
AMGN icon
47
Amgen
AMGN
$182B
$4.5M 0.54%
15,960
+1,446
LRCX icon
48
Lam Research
LRCX
$194B
$4.4M 0.53%
32,892
+4,580
INTU icon
49
Intuit
INTU
$176B
$4.38M 0.52%
6,420
-3
ORCL icon
50
Oracle
ORCL
$573B
$3.96M 0.47%
14,064
+2,811