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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
SWK icon
176
Stanley Black & Decker
SWK
$14.3B
$474K 0.05%
6,664
-115
CMCSA icon
177
Comcast
CMCSA
$82.8B
$470K 0.05%
16,372
+1,100
PFL
178
PIMCO Income Strategy Fund
PFL
$385M
$466K 0.05%
58,213
MDT icon
179
Medtronic
MDT
$104B
$465K 0.05%
5,365
+66
SCHD icon
180
Schwab US Dividend Equity ETF
SCHD
$100B
$460K 0.05%
15,000
SYY icon
181
Sysco
SYY
$39.6B
$440K 0.05%
6,170
IBIT icon
182
iShares Bitcoin Trust
IBIT
$45.8B
$440K 0.05%
11,450
FAST icon
183
Fastenal
FAST
$54.1B
$437K 0.05%
9,423
-130
WMB icon
184
Williams Companies
WMB
$95.3B
$437K 0.05%
6,000
ETR icon
185
Entergy
ETR
$54.1B
$422K 0.05%
3,755
-850
TD icon
186
Toronto Dominion Bank
TD
$198B
$421K 0.05%
4,516
-370
ETY icon
187
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.25B
$419K 0.05%
+30,395
TFC icon
188
Truist Financial
TFC
$62.9B
$417K 0.05%
9,082
-145
RY icon
189
Royal Bank of Canada
RY
$282B
$413K 0.05%
2,550
-630
MCHP icon
190
Microchip Technology
MCHP
$47.7B
$405K 0.05%
6,273
SPTL icon
191
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$404K 0.05%
+15,362
LNT icon
192
Alliant Energy
LNT
$20B
$398K 0.04%
5,553
DGX icon
193
Quest Diagnostics
DGX
$23.2B
$392K 0.04%
2,000
IWD icon
194
iShares Russell 1000 Value ETF
IWD
$77B
$386K 0.04%
1,805
A icon
195
Agilent Technologies
A
$38.4B
$384K 0.04%
3,366
WFC icon
196
Wells Fargo
WFC
$257B
$382K 0.04%
4,793
+666
YUM icon
197
Yum! Brands
YUM
$43.1B
$381K 0.04%
2,448
CII icon
198
BlackRock Enhanced Captial and Income Fund
CII
$1.02B
$378K 0.04%
+17,964
D icon
199
Dominion Energy
D
$61B
$374K 0.04%
6,053
+38
XMHQ icon
200
Invesco S&P MidCap Quality ETF
XMHQ
$6.81B
$369K 0.04%
+3,570
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