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
DIS icon
51
Walt Disney
DIS
$199B
$3.99M 0.5%
32,177
-3,182
NFLX icon
52
Netflix
NFLX
$510B
$3.78M 0.47%
2,819
+1,071
ETN icon
53
Eaton
ETN
$145B
$3.68M 0.46%
10,295
+174
PG icon
54
Procter & Gamble
PG
$354B
$3.45M 0.43%
21,675
+220
BABA icon
55
Alibaba
BABA
$387B
$3.42M 0.43%
30,175
-1,404
BMY icon
56
Bristol-Myers Squibb
BMY
$88.8B
$3.42M 0.43%
73,839
+1,570
DUK icon
57
Duke Energy
DUK
$99.9B
$3.31M 0.41%
28,032
-1,403
KO icon
58
Coca-Cola
KO
$295B
$3.26M 0.41%
46,116
-765
LIN icon
59
Linde
LIN
$211B
$3.16M 0.39%
6,733
-66
IWF icon
60
iShares Russell 1000 Growth ETF
IWF
$122B
$3.12M 0.39%
7,353
-657
AEP icon
61
American Electric Power
AEP
$62.9B
$3.08M 0.38%
29,691
-554
LYB icon
62
LyondellBasell Industries
LYB
$14.9B
$3.08M 0.38%
53,216
+26,291
CNQ icon
63
Canadian Natural Resources
CNQ
$62.7B
$2.94M 0.37%
+93,500
EWZ icon
64
iShares MSCI Brazil ETF
EWZ
$5.49B
$2.93M 0.36%
101,625
+61,435
XLK icon
65
Technology Select Sector SPDR Fund
XLK
$93.7B
$2.9M 0.36%
11,461
-35,950
NEM icon
66
Newmont
NEM
$99.7B
$2.83M 0.35%
48,549
+2,959
LRCX icon
67
Lam Research
LRCX
$178B
$2.76M 0.34%
28,312
+2,897
TXN icon
68
Texas Instruments
TXN
$161B
$2.66M 0.33%
12,828
-94
ROST icon
69
Ross Stores
ROST
$50.8B
$2.56M 0.32%
20,039
+3,056
SPGI icon
70
S&P Global
SPGI
$144B
$2.55M 0.32%
4,827
+31
LHX icon
71
L3Harris
LHX
$53.1B
$2.53M 0.31%
10,079
+604
VLO icon
72
Valero Energy
VLO
$49B
$2.52M 0.31%
18,723
+1,468
ORCL icon
73
Oracle
ORCL
$830B
$2.46M 0.31%
11,253
-335
QCOM icon
74
Qualcomm
QCOM
$176B
$2.42M 0.3%
15,198
-240
AGG icon
75
iShares Core US Aggregate Bond ETF
AGG
$133B
$2.36M 0.29%
23,779
+2,056
1 2
3
4 5