CCG

Cypress Capital Group Portfolio holdings

AUM $893M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$893M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$2.43M
3
+$2.07M
4
PM icon
Philip Morris
PM
+$1.34M
5
SPG icon
Simon Property Group
SPG
+$1.27M

Top Sells

1
+$2.5M
2
+$2.39M
3
+$1.51M
4
EQIX icon
Equinix
EQIX
+$1.35M
5
ORCL icon
Oracle
ORCL
+$988K

Sector Composition

1 Technology 22.19%
2 Healthcare 16.16%
3 Financials 12.43%
4 Consumer Discretionary 7.4%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
51
Bristol-Myers Squibb
BMY
$125B
$4.08M 0.46%
75,554
+2,193
ASML icon
52
ASML
ASML
$525B
$3.94M 0.44%
3,683
-19
EWJ icon
53
iShares MSCI Japan ETF
EWJ
$19.1B
$3.89M 0.44%
48,195
-285
DUK icon
54
Duke Energy
DUK
$102B
$3.74M 0.42%
31,902
+2,239
GE icon
55
GE Aerospace
GE
$350B
$3.67M 0.41%
11,904
+1,258
QCOM icon
56
Qualcomm
QCOM
$147B
$3.53M 0.4%
20,635
-35
XLK icon
57
State Street Technology Select Sector SPDR ETF
XLK
$86.9B
$3.47M 0.39%
24,076
-182
ROST icon
58
Ross Stores
ROST
$63.9B
$3.45M 0.39%
19,168
-107
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$116B
$3.43M 0.38%
7,243
DIS icon
60
Walt Disney
DIS
$183B
$3.42M 0.38%
30,087
-1,907
AMD icon
61
Advanced Micro Devices
AMD
$311B
$3.36M 0.38%
15,671
+9
ETN icon
62
Eaton
ETN
$138B
$3.32M 0.37%
10,434
+36
KO icon
63
Coca-Cola
KO
$341B
$3.3M 0.37%
47,204
+184
CNQ icon
64
Canadian Natural Resources
CNQ
$91.9B
$3.3M 0.37%
97,342
-28
AEP icon
65
American Electric Power
AEP
$71.4B
$3.28M 0.37%
28,468
+1,116
INDY icon
66
iShares S&P India Nifty 50 Index Fund
INDY
$611M
$3.25M 0.36%
65,905
+655
ACN icon
67
Accenture
ACN
$129B
$3.17M 0.35%
11,804
+179
PFE icon
68
Pfizer
PFE
$151B
$3.08M 0.34%
123,643
+9,423
VLO icon
69
Valero Energy
VLO
$66.4B
$3.06M 0.34%
18,793
+7
LHX icon
70
L3Harris
LHX
$68.7B
$2.97M 0.33%
10,127
+173
PG icon
71
Procter & Gamble
PG
$371B
$2.92M 0.33%
20,363
+56
COPX icon
72
Global X Copper Miners ETF NEW
COPX
$7.65B
$2.73M 0.31%
+37,960
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$140B
$2.69M 0.3%
26,898
+1,165
FXI icon
74
iShares China Large-Cap ETF
FXI
$6.01B
$2.55M 0.29%
66,550
+4,290
URA icon
75
Global X Uranium ETF
URA
$7.23B
$2.49M 0.28%
58,205
+946
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3
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