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
ADP icon
101
Automatic Data Processing
ADP
$86.6B
$1.48M 0.17%
5,740
-477
MCO icon
102
Moody's
MCO
$82.6B
$1.46M 0.16%
2,849
-180
SYK icon
103
Stryker
SYK
$148B
$1.45M 0.16%
4,136
-143
IWB icon
104
iShares Russell 1000 ETF
IWB
$46.3B
$1.38M 0.15%
3,692
-45
GLW icon
105
Corning
GLW
$135B
$1.36M 0.15%
15,579
-2,095
BAC icon
106
Bank of America
BAC
$359B
$1.33M 0.15%
24,266
+2,295
SPG icon
107
Simon Property Group
SPG
$66.1B
$1.3M 0.15%
+7,017
SOLV icon
108
Solventum
SOLV
$12.7B
$1.29M 0.14%
16,275
-7,000
APD icon
109
Air Products & Chemicals
APD
$61.5B
$1.27M 0.14%
5,141
-224
T icon
110
AT&T
T
$196B
$1.25M 0.14%
50,304
+5,868
NEE icon
111
NextEra Energy
NEE
$193B
$1.22M 0.14%
15,254
+3,096
FMB icon
112
First Trust Managed Municipal ETF
FMB
$1.98B
$1.22M 0.14%
23,850
-13,050
XLU icon
113
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$1.21M 0.14%
28,330
+5,062
IEMG icon
114
iShares Core MSCI Emerging Markets ETF
IEMG
$146B
$1.19M 0.13%
17,669
+1,780
SBUX icon
115
Starbucks
SBUX
$110B
$1.19M 0.13%
14,100
-1,765
EMR icon
116
Emerson Electric
EMR
$85.5B
$1.18M 0.13%
8,913
+347
XLE icon
117
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$1.18M 0.13%
26,409
-4,961
TSLA icon
118
Tesla
TSLA
$1.51T
$1.13M 0.13%
2,521
-145
IJH icon
119
iShares Core S&P Mid-Cap ETF
IJH
$113B
$1.13M 0.13%
17,151
-436
VIG icon
120
Vanguard Dividend Appreciation ETF
VIG
$105B
$1.13M 0.13%
5,133
+667
PNC icon
121
PNC Financial Services
PNC
$86.6B
$1.11M 0.12%
5,324
-500
IWR icon
122
iShares Russell Mid-Cap ETF
IWR
$49.6B
$1.1M 0.12%
11,407
-75
UPS icon
123
United Parcel Service
UPS
$97.2B
$1.09M 0.12%
10,956
+245
GLD icon
124
SPDR Gold Trust
GLD
$188B
$1.03M 0.12%
2,598
+339
AXP icon
125
American Express
AXP
$211B
$1.01M 0.11%
2,723
+586
3 4
5
6 7