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
FDX icon
126
FedEx
FDX
$90B
$969K 0.11%
3,354
+913
LMBS icon
127
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.98B
$950K 0.11%
19,005
-18,350
CL icon
128
Colgate-Palmolive
CL
$76.4B
$886K 0.1%
11,213
-279
ITOT icon
129
iShares Core S&P Total US Stock Market ETF
ITOT
$81.5B
$852K 0.1%
5,729
NVS icon
130
Novartis
NVS
$311B
$823K 0.09%
5,966
+210
ISRG icon
131
Intuitive Surgical
ISRG
$174B
$815K 0.09%
1,439
-2
GWW icon
132
W.W. Grainger
GWW
$54B
$803K 0.09%
796
EFA icon
133
iShares MSCI EAFE ETF
EFA
$73.5B
$785K 0.09%
8,176
AVAV icon
134
AeroVironment
AVAV
$11.6B
$776K 0.09%
3,208
+1,000
SBAC icon
135
SBA Communications
SBAC
$21B
$774K 0.09%
4,000
DHR icon
136
Danaher
DHR
$143B
$764K 0.09%
3,339
-61
HON icon
137
Honeywell
HON
$156B
$759K 0.09%
3,889
-126
BRK.A icon
138
Berkshire Hathaway Class A
BRK.A
$1.04T
$755K 0.08%
1
XEL icon
139
Xcel Energy
XEL
$48.9B
$750K 0.08%
10,160
-300
EWY icon
140
iShares MSCI South Korea ETF
EWY
$15.7B
$734K 0.08%
7,550
OMER icon
141
Omeros
OMER
$814M
$721K 0.08%
42,000
PML
142
PIMCO Municipal Income Fund II
PML
$520M
$716K 0.08%
94,920
+15,350
DE icon
143
Deere & Co
DE
$168B
$715K 0.08%
1,535
-100
EFG icon
144
iShares MSCI EAFE Growth ETF
EFG
$9.56B
$679K 0.08%
5,962
VV icon
145
Vanguard Large-Cap ETF
VV
$46.8B
$671K 0.08%
+2,131
TMO icon
146
Thermo Fisher Scientific
TMO
$189B
$670K 0.08%
1,156
-1
TMUS icon
147
T-Mobile US
TMUS
$238B
$668K 0.07%
3,292
VZ icon
148
Verizon
VZ
$214B
$644K 0.07%
15,816
+7,832
BDX icon
149
Becton Dickinson
BDX
$49.1B
$629K 0.07%
3,243
+145
BKNG icon
150
Booking.com
BKNG
$131B
$627K 0.07%
117
4 5
6
7 8