CCG
Cypress Capital Group Portfolio holdings
AUM
$836M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$804M
AUM Growth
+$40M
(+5.2%)
Holding
237
Top Buys
| 1 | +$4.73M | |
| 2 | +$3M | |
| 3 | +$2.94M | |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$1.97M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$1.77M |
Top Sells
| 1 | +$9.1M | |
| 2 | +$8.28M | |
| 3 | +$4.5M | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$3.37M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$667B
| $52.2M | 6.5% |
84,119
-4,138
|
|
||
2
Apple
AAPL
$4.03T
| $40.8M | 5.08% |
198,975
-1,247
|
|
||
3
Eli Lilly
LLY
$918B
| $40.6M | 5.05% |
52,085
-285
|
|
||
4
Microsoft
MSFT
$3.79T
| $36M | 4.48% |
72,392
+1,098
|
|
||
5
Visa
V
$637B
| $24.9M | 3.1% |
70,182
-592
|
|
||
6
JPMorgan Chase
JPM
$827B
| $21.1M | 2.62% |
72,687
+3,966
|
|
||
7
AbbVie
ABBV
$411B
| $20.1M | 2.51% |
108,470
+878
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.1T
| $19.2M | 2.39% |
39,549
+3,606
|
|
||
9
NVIDIA
NVDA
$4.63T
| $19.2M | 2.39% |
121,545
+2,523
|
|
||
10
iShares Gold Trust
IAU
$62.2B
| $16.3M | 2.03% |
262,049
+75,914
|
|
||
11
Amazon
AMZN
$2.51T
| $15.9M | 1.98% |
72,362
+3,092
|
|
||
12
Lockheed Martin
LMT
$108B
| $15.2M | 1.89% |
32,805
+18
|
|
||
13
Broadcom
AVGO
$1.62T
| $15.1M | 1.88% |
54,865
+1,066
|
|
||
14
Exxon Mobil
XOM
$503B
| $14.2M | 1.77% |
132,142
-2,900
|
|
||
15
Walmart
WMT
$817B
| $13.8M | 1.72% |
141,463
+2,642
|
|
||
16
SPDR S&P 500 ETF Trust
SPY
$667B
| $13.3M | 1.66% |
21,560
+1,211
|
|
||
17
Invesco QQQ Trust
QQQ
$387B
| $12.4M | 1.55% |
22,513
+1,073
|
|
||
18
TJX Companies
TJX
$163B
| $11.8M | 1.46% |
95,187
-381
|
|
||
19
Johnson & Johnson
JNJ
$472B
| $11.3M | 1.4% |
73,889
+1,366
|
|
||
20
Abbott
ABT
$227B
| $10.3M | 1.28% |
75,820
+1,646
|
|
||
21
Mastercard
MA
$490B
| $10.2M | 1.27% |
18,229
-3
|
|
||
22
CME Group
CME
$103B
| $9.61M | 1.2% |
34,862
+726
|
|
||
23
Philip Morris
PM
$242B
| $9.14M | 1.14% |
50,200
+1,956
|
|
||
24
Home Depot
HD
$361B
| $8.58M | 1.07% |
23,391
-814
|
|
||
25
Costco
COST
$409B
| $8.23M | 1.02% |
8,313
+196
|
|