CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
BINC icon
101
BlackRock Flexible Income ETF
BINC
$12.5B
$1.51M 0.19%
28,630
+7,750
APD icon
102
Air Products & Chemicals
APD
$57.7B
$1.47M 0.18%
5,215
-119
UPS icon
103
United Parcel Service
UPS
$81.4B
$1.46M 0.18%
14,483
+2,130
CAT icon
104
Caterpillar
CAT
$260B
$1.44M 0.18%
3,717
-25
VO icon
105
Vanguard Mid-Cap ETF
VO
$86.8B
$1.44M 0.18%
5,133
CTRA icon
106
Coterra Energy
CTRA
$20.1B
$1.42M 0.18%
55,932
-20,345
EMR icon
107
Emerson Electric
EMR
$71.7B
$1.39M 0.17%
10,422
+1,579
EQIX icon
108
Equinix
EQIX
$77.1B
$1.39M 0.17%
+1,743
PEP icon
109
PepsiCo
PEP
$199B
$1.29M 0.16%
9,735
-143
T icon
110
AT&T
T
$181B
$1.27M 0.16%
43,841
+1,496
IWB icon
111
iShares Russell 1000 ETF
IWB
$45.1B
$1.25M 0.16%
3,680
-784
COP icon
112
ConocoPhillips
COP
$113B
$1.22M 0.15%
13,611
-2,275
PNC icon
113
PNC Financial Services
PNC
$72.2B
$1.13M 0.14%
6,083
+31
IJH icon
114
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$1.09M 0.14%
17,642
-300
BAC icon
115
Bank of America
BAC
$384B
$1.07M 0.13%
22,604
+3,583
IWR icon
116
iShares Russell Mid-Cap ETF
IWR
$44B
$1.05M 0.13%
11,417
-4,625
IEFA icon
117
iShares Core MSCI EAFE ETF
IEFA
$158B
$1.05M 0.13%
12,545
+612
DE icon
118
Deere & Co
DE
$129B
$1.04M 0.13%
2,036
+416
GLW icon
119
Corning
GLW
$70.4B
$961K 0.12%
18,274
-705
XLU icon
120
Utilities Select Sector SPDR Fund
XLU
$21.8B
$950K 0.12%
11,634
SBAC icon
121
SBA Communications
SBAC
$21B
$939K 0.12%
4,000
GLD icon
122
SPDR Gold Trust
GLD
$131B
$934K 0.12%
3,064
+344
AMT icon
123
American Tower
AMT
$85.9B
$918K 0.11%
4,155
+38
VIG icon
124
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$914K 0.11%
4,466
IEMG icon
125
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$864K 0.11%
14,397
+2,228
3 4
5
6 7