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CCG

Cypress Capital Group Portfolio holdings

AUM $889M
1-Year Est. Return 27.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$889M
AUM Growth
-$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.44M
3
+$4.11M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$2.23M
5
OKE icon
Oneok
OKE
+$2.2M

Top Sells

1
+$4.58M
2
+$2.8M
3
+$1.99M
4
LIN icon
Linde
LIN
+$1.93M
5
ABT icon
Abbott
ABT
+$1.38M

Sector Composition

1 Technology 19.25%
2 Healthcare 15.09%
3 Financials 11.92%
4 Consumer Discretionary 7.22%
5 Energy 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
126
Verizon
VZ
$194B
$1.07M 0.12%
21,230
+5,414
CL icon
127
Colgate-Palmolive
CL
$73.7B
$1.04M 0.12%
12,228
+1,015
SOLV icon
128
Solventum
SOLV
$13.8B
$991K 0.11%
15,175
-1,100
ADP icon
129
Automatic Data Processing
ADP
$89.4B
$984K 0.11%
4,845
-895
MOS icon
130
The Mosaic Company
MOS
$7.11B
$978K 0.11%
+38,355
TSLA icon
131
Tesla
TSLA
$1.43T
$915K 0.1%
2,461
-60
NVS icon
132
Novartis
NVS
$297B
$907K 0.1%
5,941
-25
HON icon
133
Honeywell
HON
$147B
$886K 0.1%
3,919
+30
GWW icon
134
W.W. Grainger
GWW
$63.9B
$868K 0.1%
796
CRM icon
135
Salesforce
CRM
$130B
$858K 0.1%
4,596
-1,443
AXP icon
136
American Express
AXP
$232B
$824K 0.09%
2,723
ITOT icon
137
iShares Core S&P Total US Stock Market ETF
ITOT
$91.8B
$816K 0.09%
5,729
XEL icon
138
Xcel Energy
XEL
$51.3B
$801K 0.09%
10,085
-75
EFA icon
139
iShares MSCI EAFE ETF
EFA
$76.5B
$794K 0.09%
8,176
PML
140
PIMCO Municipal Income Fund II
PML
$505M
$778K 0.09%
102,720
+7,800
GLD icon
141
SPDR Gold Trust
GLD
$133B
$765K 0.09%
1,779
-819
FMB icon
142
First Trust Managed Municipal ETF
FMB
$2.05B
$752K 0.08%
14,850
-9,000
AUSF icon
143
Global X Adaptive US Factor ETF
AUSF
$859M
$746K 0.08%
15,427
+5,847
BRK.A icon
144
Berkshire Hathaway Class A
BRK.A
$1.07T
$718K 0.08%
1
IGSB icon
145
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$706K 0.08%
13,440
+6,550
AVY icon
146
Avery Dennison
AVY
$12.7B
$705K 0.08%
4,084
+775
TMUS icon
147
T-Mobile US
TMUS
$198B
$689K 0.08%
3,279
-13
WAB icon
148
Wabtec
WAB
$45.7B
$671K 0.08%
2,684
-2
EFG icon
149
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$664K 0.07%
5,958
-4
ISRG icon
150
Intuitive Surgical
ISRG
$143B
$662K 0.07%
1,436
-3
4 5
6
7 8