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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
+6.53%
1 Year Est. Return
+27.23%
3 Year Est. Return
+83.89%
5 Year Est. Return
+113.23%
10 Year Est. Return
+324.61%
AUM
$893M
AUM Growth
+$56.2M
(+6.7%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
34.61%
Holding
242
New
18
Increased
86
Reduced
74
Closed
10
Top Buys
| 1 |
Microsoft
MSFT
|
+$6.33M |
| 2 |
Global X Copper Miners ETF NEW
COPX
|
+$2.43M |
| 3 |
Cal-Maine
CALM
|
+$2.07M |
| 4 |
Philip Morris
PM
|
+$1.34M |
| 5 |
Simon Property Group
SPG
|
+$1.27M |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.5M |
| 2 |
LyondellBasell Industries
LYB
|
+$2.39M |
| 3 |
Zoetis
ZTS
|
+$1.51M |
| 4 |
Equinix
EQIX
|
+$1.35M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.89T
| $54.8M | 6.15% |
201,752
+4,365
| +2% | +$1.17M |
|
|
2
Eli Lilly
LLY
$1.04T
| $52.4M | 5.88% |
48,798
-2,614
| -5% | -$2.5M |
|
|
3
Microsoft
MSFT
$2.98T
| $41M | 4.6% |
84,867
+12,632
| +17% | +$6.33M |
|
4
AbbVie
ABBV
$449B
| $25.7M | 2.88% |
112,614
+4,661
| +4% | +$1.06M |
|
5
Visa
V
$694B
| $23.5M | 2.64% |
67,149
-219
| -0.3% | -$74.6K |
|
6
JPMorgan Chase
JPM
$912B
| $23.5M | 2.64% |
73,044
+515
| +0.7% | +$159K |
|
7
iShares Core S&P 500 ETF
IVV
$891B
| $22.9M | 2.56% |
33,407
+69
| +0.2% | +$46.9K |
|
8
NVIDIA
NVDA
$5.02T
| $22.3M | 2.5% |
119,763
-451
| -0.4% | -$83.9K |
|
9
iShares Gold Trust
IAU
$61.8B
| $22.3M | 2.5% |
274,500
+3,994
| +1% | +$312K |
|
10
Berkshire Hathaway Class B
BRK.B
$1.06T
| $20.3M | 2.27% |
40,303
+521
| +1% | +$259K |
|
11
Broadcom
AVGO
$1.78T
| $19.9M | 2.22% |
57,356
+1,407
| +3% | +$503K |
|
12
Amazon
AMZN
$2.69T
| $18.1M | 2.03% |
78,453
+4,532
| +6% | +$1.04M |
|
13
Johnson & Johnson
JNJ
$602B
| $17.4M | 1.95% |
83,955
+6,265
| +8% | +$1.24M |
|
14
Walmart Inc
WMT
$915B
| $16M | 1.8% |
143,852
+869
| +0.6% | +$93.3K |
|
15
ExxonMobil
XOM
$605B
| $15.4M | 1.72% |
127,902
-235
| -0.2% | -$27.3K |
|
16
iShares Silver Trust
SLV
$26.9B
| $14.8M | 1.65% |
229,098
+5,797
| +3% | +$290K |
|
17
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| $14.7M | 1.65% |
21,571
+30
| +0.1% | +$20.3K |
|
18
Alphabet (Google) Class A
GOOGL
$4.33T
| $14.7M | 1.64% |
46,822
+1,189
| +3% | +$340K |
|
19
TJX Companies
TJX
$171B
| $14.6M | 1.64% |
95,053
-723
| -0.8% | -$107K |
|
20
Invesco QQQ Trust
QQQ
$473B
| $13.9M | 1.56% |
22,656
-15
| -0.1% | -$9.2K |
|
21
Lockheed Martin
LMT
$118B
| $13.6M | 1.52% |
28,046
-273
| -1% | -$131K |
|
|
22
Alphabet (Google) Class C
GOOG
$4.32T
| $13.2M | 1.48% |
42,141
+686
| +2% | +$197K |
|
23
Mastercard
MA
$487B
| $10.7M | 1.2% |
18,709
+209
| +1% | +$117K |
|
24
CME Group
CME
$89B
| $10.2M | 1.14% |
37,175
+1,536
| +4% | +$417K |
|
25
Abbott
ABT
$172B
| $9.74M | 1.09% |
77,758
+1,269
| +2% | +$162K |
|
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