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
FXI icon
76
iShares China Large-Cap ETF
FXI
$6.83B
$2.2M 0.27%
59,835
+31,055
ZTS icon
77
Zoetis
ZTS
$63.8B
$2.2M 0.27%
14,101
-257
ADBE icon
78
Adobe
ADBE
$140B
$2.17M 0.27%
5,600
-596
SBUX icon
79
Starbucks
SBUX
$97B
$2.15M 0.27%
23,436
-718
XLE icon
80
Energy Select Sector SPDR Fund
XLE
$25.8B
$2.1M 0.26%
24,784
-39,709
SHW icon
81
Sherwin-Williams
SHW
$82.5B
$2.04M 0.25%
5,940
-40
XLC icon
82
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$1.97M 0.25%
+18,195
XLV icon
83
Health Care Select Sector SPDR Fund
XLV
$35.3B
$1.88M 0.23%
13,918
+1,747
NEE icon
84
NextEra Energy
NEE
$174B
$1.87M 0.23%
26,900
-10,589
ADP icon
85
Automatic Data Processing
ADP
$114B
$1.86M 0.23%
6,045
-29
VZ icon
86
Verizon
VZ
$171B
$1.84M 0.23%
42,424
-1,665
KMI icon
87
Kinder Morgan
KMI
$60.8B
$1.77M 0.22%
60,235
+2,160
LMBS icon
88
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$1.75M 0.22%
35,550
+3,295
FMB icon
89
First Trust Managed Municipal ETF
FMB
$1.92B
$1.75M 0.22%
35,150
+1,700
MUB icon
90
iShares National Muni Bond ETF
MUB
$40.3B
$1.72M 0.21%
16,431
+1,470
SYK icon
91
Stryker
SYK
$143B
$1.71M 0.21%
4,312
-183
SOLV icon
92
Solventum
SOLV
$12.5B
$1.7M 0.21%
22,425
+3,850
DVY icon
93
iShares Select Dividend ETF
DVY
$20.6B
$1.69M 0.21%
12,702
-300
VTI icon
94
Vanguard Total Stock Market ETF
VTI
$543B
$1.66M 0.21%
5,448
+6
CRM icon
95
Salesforce
CRM
$231B
$1.65M 0.2%
6,039
+1,073
SUB icon
96
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$1.63M 0.2%
15,316
+750
VXF icon
97
Vanguard Extended Market ETF
VXF
$24.3B
$1.6M 0.2%
+8,320
STT icon
98
State Street
STT
$31.6B
$1.59M 0.2%
14,964
-140
MCO icon
99
Moody's
MCO
$84.5B
$1.53M 0.19%
3,054
+774
CL icon
100
Colgate-Palmolive
CL
$63.9B
$1.52M 0.19%
16,731
-355
2 3
4
5 6