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
BLK icon
26
Blackrock
BLK
$180B
$8.18M 1.02%
7,795
+203
MMM icon
27
3M
MMM
$81.3B
$7.53M 0.94%
49,493
+1,803
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.06T
$7.5M 0.93%
42,580
+1,061
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.07T
$7.32M 0.91%
41,239
+356
PSX icon
30
Phillips 66
PSX
$52.2B
$7.02M 0.87%
58,816
-4,594
MCD icon
31
McDonald's
MCD
$220B
$6.97M 0.87%
23,865
-105
SLV icon
32
iShares Silver Trust
SLV
$25.3B
$6.62M 0.82%
201,700
+91,415
PAYX icon
33
Paychex
PAYX
$45.5B
$6.56M 0.82%
45,065
-2,116
TSM icon
34
TSMC
TSM
$1.53T
$6.48M 0.81%
28,610
+1,266
CVX icon
35
Chevron
CVX
$308B
$5.86M 0.73%
40,955
-1,328
META icon
36
Meta Platforms (Facebook)
META
$1.8T
$5.69M 0.71%
7,707
+1,846
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$5.5M 0.69%
30,285
+5,705
RTX icon
38
RTX Corp
RTX
$211B
$5.41M 0.67%
37,066
-3,981
CSCO icon
39
Cisco
CSCO
$277B
$5.4M 0.67%
77,771
+1,514
GILD icon
40
Gilead Sciences
GILD
$152B
$5.38M 0.67%
48,533
+551
IBM icon
41
IBM
IBM
$262B
$5.21M 0.65%
17,669
+881
INTU icon
42
Intuit
INTU
$184B
$5.06M 0.63%
6,423
-117
LOW icon
43
Lowe's Companies
LOW
$137B
$4.73M 0.59%
21,331
-13
ACN icon
44
Accenture
ACN
$148B
$4.6M 0.57%
15,390
-1,460
EWJ icon
45
iShares MSCI Japan ETF
EWJ
$15.9B
$4.58M 0.57%
61,130
-29,835
MO icon
46
Altria Group
MO
$109B
$4.27M 0.53%
72,777
+2,651
MRK icon
47
Merck
MRK
$212B
$4.24M 0.53%
53,580
+1,593
COR icon
48
Cencora
COR
$63B
$4.24M 0.53%
14,131
-1,072
INDY icon
49
iShares S&P India Nifty 50 Index Fund
INDY
$690M
$4.21M 0.52%
77,385
-51,850
AMGN icon
50
Amgen
AMGN
$161B
$4.05M 0.5%
14,514
+19
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