Asset Manager
← All Institutions
Cypress Capital Group
Market Value
$1.1B
+20.6%
Holdings
319
+61
New Purchases
75
Added To
135
Closed
6
Reduced
55
Top 10 Concentration
30.8%
Turnover
25.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| LRCX | 1.68% | 0.83% | +0.85% | $18M |
| NVDA | 3.14% | 2.30% | +0.84% | $34M |
| AMD | 0.91% | 0.35% | +0.56% | $10M |
| LLY | 5.34% | 4.85% | +0.49% | $57M |
| AVGO | 2.34% | 1.93% | +0.41% | $25M |
| TSM | 1.35% | 1.02% | +0.33% | $14M |
| KMB | 0.35% | 0.02% | +0.33% | $4M |
| ACMR | 0.34% | 0.07% | +0.27% | $4M |
| ASML | 0.82% | 0.56% | +0.26% | $9M |
| SMH | 0.23% | 0.00% | +0.23% | $2M |
| ALAB | 0.23% | 0.00% | +0.23% | $2M |
| AMZN | 2.05% | 1.82% | +0.23% | $22M |
| EIS | 0.21% | 0.00% | +0.21% | $2M |
| GOOGL | 1.68% | 1.47% | +0.21% | $18M |
| KWEB | 0.21% | 0.00% | +0.21% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IAU | 1.90% | 2.70% | -0.80% | $20M |
| XONA.DE | 1.70% | 2.43% | -0.73% | $18M |
| LMT | 1.31% | 1.87% | -0.56% | $14M |
| CME | 0.73% | 1.22% | -0.49% | $8M |
| SLV | 0.83% | 1.30% | -0.47% | $9M |
| WMT | 1.54% | 1.97% | -0.43% | $16M |
| ABT | 0.38% | 0.76% | -0.38% | $4M |
| EWY | 0.00% | 0.35% | -0.35% | $0 |
| CVX | 0.67% | 0.99% | -0.32% | $7M |
| TJX | 1.33% | 1.62% | -0.29% | $14M |
| JNJ | 1.96% | 2.23% | -0.27% | $21M |
| MSFT | 3.20% | 3.45% | -0.25% | $34M |
| INDY | 0.08% | 0.33% | -0.25% | $860K |
| PSX | 0.95% | 1.18% | -0.24% | $10M |
| NEM | 0.47% | 0.70% | -0.23% | $5M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 69 | $672M | 62.8% |
| Large Cap | 205 | $352M | 32.8% |
| Mid Cap | 29 | $38M | 3.6% |
| Small Cap | 15 | $8M | 0.8% |
| Micro Cap | 1 | $352K | 0.0% |
Portfolio Analytics
Avg Market Cap
$247.6B
Median Market Cap
$77.4B
Avg P/E
33.2
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
219
# ETFs / Funds
100
Top Holdings (319 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 5.35% | 198,024 | $57M | $289.36 | $9M | +7,047 | +3.7% | |
| 2 | LLY | 5.34% | 47,680 | $57M | $1,199.43 | $14M | +844 | +1.8% | |
| 3 | MSFT | 3.20% | 91,883 | $34M | $373.02 | $4M | +9,043 | +10.9% | |
| 4 | NVDA | 3.14% | 167,812 | $34M | $200.09 | $13M | +50,819 | +43.4% | |
| 5 | ABBV | 2.61% | 111,026 | $28M | $251.64 | $4M | +591 | +0.5% | |
| 6 | JPM | 2.39% | 78,303 | $26M | $327.33 | $4M | +6,396 | +8.9% | |
| 7 | AVGO | 2.34% | 66,421 | $25M | $377.75 | $8M | +10,949 | +19.7% | |
| 8 | IVV | 2.29% | 32,745 | $25M | $748.88 | $3M | -117 | -0.4% | |
| 9 | V | 2.11% | 65,835 | $23M | $343.09 | $3M | +1,132 | +1.8% | |
| 10 | AMZN | 2.05% | 91,965 | $22M | $238.34 | $6M | +14,305 | +18.4% | |
| 11 | BRK-B | 1.96% | 42,014 | $21M | $500.39 | $2M | +1,553 | +3.8% | |
| 12 | JNJ | 1.96% | 82,604 | $21M | $253.97 | $1M | +1,653 | +2.0% | |
| 13 | IAU | 1.90% | 269,426 | $20M | $75.51 | -$4M | -2,638 | -1.0% | |
| 14 | XONA.DE | 1.70% | 132,766 | $18M | $136.72 | -$3M | +5,662 | +4.5% | |
| 15 | LRCX | 1.68% | 41,496 | $18M | $433.33 | $11M | +6,923 | +20.0% | |
| 16 | GOOGL | 1.68% | 50,230 | $18M | $357.37 | $5M | +4,956 | +10.9% | |
| 17 | QQQ | 1.62% | 23,532 | $17M | $736.40 | $4M | +740 | +3.2% | |
| 18 | WMT | 1.54% | 145,380 | $16M | $113.26 | -$992K | +4,910 | +3.5% | |
| 19 | SPY | 1.50% | 21,513 | $16M | $746.77 | $2M | +48 | +0.2% | |
| 20 | GOOG | 1.43% | 43,260 | $15M | $353.33 | $3M | +1,382 | +3.3% | |
| 21 | TSM | 1.35% | 30,265 | $14M | $477.57 | $5M | +3,379 | +12.6% | |
| 22 | TJX | 1.33% | 94,102 | $14M | $151.50 | -$160K | +3,830 | +4.2% | |
| 23 | LMT | 1.31% | 27,461 | $14M | $509.46 | -$3M | +51 | +0.2% | |
| 24 | PM | 0.98% | 58,129 | $11M | $180.91 | $991K | +522 | +0.9% | |
| 25 | PSX | 0.95% | 59,903 | $10M | $169.05 | -$383K | +2,215 | +3.8% | |
| 26 | MA | 0.91% | 19,008 | $10M | $513.60 | $1M | +1,602 | +9.2% | |
| 27 | AMD | 0.91% | 16,686 | $10M | $580.91 | $7M | +1,417 | +9.3% | |
| 28 | CSCO | 0.89% | 81,491 | $10M | $117.46 | $3M | +109 | +0.1% | |
| 29 | COST | 0.85% | 9,728 | $9M | $935.47 | $1M | +1,657 | +20.5% | |
| 30 | SLV | 0.83% | 166,217 | $9M | $53.47 | -$3M | -2,605 | -1.5% | |
| 31 | HD | 0.82% | 24,976 | $9M | $352.67 | $2M | +2,826 | +12.8% | |
| 32 | ASML | 0.82% | 4,390 | $9M | $1,989.44 | $4M | +626 | +16.6% | |
| 33 | MMM | 0.80% | 53,004 | $9M | $161.91 | $784K | -690 | -1.3% | |
| 34 | RTX | 0.79% | 44,339 | $8M | $189.73 | $648K | +4,090 | +10.2% | |
| 35 | BLK | 0.75% | 8,365 | $8M | $961.46 | $278K | +291 | +3.6% | |
| 36 | MRK | 0.75% | 62,260 | $8M | $128.50 | $935K | +3,520 | +6.0% | |
| 37 | CME | 0.73% | 35,262 | $8M | $220.83 | -$3M | -1,330 | -3.6% | |
| 38 | META | 0.72% | 13,710 | $8M | $563.29 | $3M | +5,072 | +58.7% | |
| 39 | CVX | 0.67% | 43,479 | $7M | $165.76 | -$2M | +827 | +1.9% | |
| 40 | USB | 0.66% | 117,121 | $7M | $60.40 | $982K | -5 | — | |
| 41 | MCD | 0.63% | 24,881 | $7M | $270.31 | -$888K | +383 | +1.6% | |
| 42 | AMGN | 0.61% | 18,021 | $7M | $362.12 | $300K | +328 | +1.9% | |
| 43 | GILD | 0.56% | 47,312 | $6M | $126.34 | -$772K | -1,115 | -2.3% | |
| 44 | VLO | 0.53% | 21,726 | $6M | $260.44 | $474K | +743 | +3.5% | |
| 45 | CAT | 0.52% | 5,197 | $6M | $1,064.90 | $3M | +972 | +23.0% | |
| 46 | MO | 0.51% | 76,169 | $5M | $71.95 | $527K | +1,105 | +1.5% | |
| 47 | EWZ | 0.51% | 158,697 | $5M | $34.50 | -$176K | +11,500 | +7.8% | |
| 48 | LOW | 0.50% | 24,216 | $5M | $220.49 | $466K | +3,592 | +17.4% | |
| 49 | QCOM | 0.47% | 27,430 | $5M | $184.79 | $2M | +5,651 | +25.9% | |
| 50 | NEM | 0.47% | 53,845 | $5M | $93.40 | -$1M | -3,921 | -6.8% | |
| 51 | ETN | 0.47% | 11,757 | $5M | $426.12 | $1M | +1,440 | +14.0% | |
| 52 | EWJ | 0.46% | 53,295 | $5M | $93.27 | $729K | +3,065 | +6.1% | |
| 53 | IBM | 0.46% | 17,659 | $5M | $281.21 | $1M | +1,335 | +8.2% | |
| 54 | XLK | 0.46% | 25,799 | $5M | $190.52 | $2M | +4,011 | +18.4% | |
| 55 | BMY | 0.46% | 84,745 | $5M | $57.62 | $80K | +5,548 | +7.0% | |
| 56 | GE | 0.45% | 12,806 | $5M | $373.73 | $1M | +841 | +7.0% | |
| 57 | BINC | 0.43% | 88,610 | $5M | $52.34 | $366K | +6,350 | +7.7% | |
| 58 | DUK | 0.42% | 35,594 | $5M | $126.58 | $67K | +1,695 | +5.0% | |
| 59 | KO | 0.42% | 54,679 | $4M | $81.27 | $805K | +6,828 | +14.3% | |
| 60 | COPX | 0.41% | 57,195 | $4M | $76.97 | $794K | +9,938 | +21.0% | |
| 61 | TXN | 0.40% | 14,407 | $4M | $298.07 | $2M | +2,004 | +16.2% | |
| 62 | CNQ | 0.39% | 106,208 | $4M | $39.50 | -$1M | -2,075 | -1.9% | |
| 63 | GLW | 0.38% | 15,951 | $4M | $255.43 | $2M | +1,897 | +13.5% | |
| 64 | ROST | 0.38% | 19,052 | $4M | $212.85 | $48K | +553 | +3.0% | |
| 65 | ABT | 0.38% | 44,490 | $4M | $90.74 | -$3M | -21,052 | -32.1% | |
| 66 | AEP | 0.36% | 28,153 | $4M | $136.81 | $150K | -85 | -0.3% | |
| 67 | AGG | 0.36% | 38,751 | $4M | $98.98 | $288K | +3,010 | +8.4% | |
| 68 | KMB | 0.35% | 34,011 | $4M | $109.77 | $4M | +31,911 | +1519.6% | |
| 69 | ACMR | 0.34% | 28,425 | $4M | $126.89 | $3M | +12,605 | +79.7% | |
| 70 | COR | 0.33% | 12,632 | $4M | $282.98 | -$1M | -2,252 | -15.1% | |
| 71 | ACN | 0.33% | 28,515 | $4M | $124.44 | $2M | +18,219 | +176.9% | |
| 72 | CL | 0.32% | 37,649 | $3M | $91.68 | $2M | +25,421 | +207.9% | |
| 73 | NFLX | 0.32% | 48,093 | $3M | $71.40 | $730K | +19,974 | +71.0% | |
| 74 | IWF | 0.32% | 27,528 | $3M | $124.17 | $483K | +20,645 | +299.9% | |
| 75 | BABA | 0.32% | 35,481 | $3M | $95.98 | -$899K | +1,175 | +3.4% | |
| 76 | PFE | 0.31% | 138,473 | $3M | $24.08 | -$323K | +8,227 | +6.3% | |
| 77 | GDXJ | 0.29% | 31,998 | $3M | $98.25 | -$632K | +540 | +1.7% | |
| 78 | LHX | 0.29% | 10,551 | $3M | $290.59 | -$581K | -16 | -0.1% | |
| 79 | DIS | 0.28% | 30,995 | $3M | $96.25 | $16K | +213 | +0.7% | |
| 80 | 0KCI.L | 0.28% | 34,018 | $3M | $86.94 | $209K | +3,612 | +11.9% | |
| 81 | PAYX | 0.27% | 29,943 | $3M | $98.33 | -$132K | -3,449 | -10.3% | |
| 82 | IEMG | 0.27% | 35,363 | $3M | $82.84 | $2M | +18,045 | +104.2% | |
| 83 | PG | 0.27% | 19,719 | $3M | $146.64 | $184K | +971 | +5.2% | |
| 84 | REYN | 0.27% | 107,402 | $3M | $26.85 | $1M | +26,984 | +33.5% | |
| 85 | KMI | 0.26% | 87,572 | $3M | $31.97 | -$313K | -5,259 | -5.7% | |
| 86 | URA | 0.26% | 63,815 | $3M | $43.70 | -$267K | +724 | +1.1% | |
| 87 | VXF | 0.26% | 11,320 | $3M | $246.21 | $1M | +3,000 | +36.1% | |
| 88 | IEFA | 0.24% | 26,820 | $3M | $96.58 | $447K | +3,149 | +13.3% | |
| 89 | RSP | 0.24% | 12,008 | $3M | $212.77 | $665K | +2,163 | +22.0% | |
| 90 | SMH | 0.23% | 3,712 | $2M | $655.89 | — | +3,712 | — | NEW |
| 91 | ALAB | 0.23% | 5,026 | $2M | $483.02 | — | +5,026 | — | NEW |
| 92 | STT | 0.22% | 14,029 | $2M | $169.60 | $483K | -955 | -6.4% | |
| 93 | TSLA | 0.22% | 5,574 | $2M | $420.60 | $1M | +3,113 | +126.5% | |
| 94 | FXI | 0.22% | 73,325 | $2M | $31.59 | -$253K | +1,765 | +2.5% | |
| 95 | GD | 0.21% | 6,477 | $2M | $354.24 | $406K | +975 | +17.7% | |
| 96 | EIS | 0.21% | 18,990 | $2M | $120.71 | — | +18,990 | — | NEW |
| 97 | KWEB | 0.21% | 89,975 | $2M | $24.47 | — | +89,975 | — | NEW |
| 98 | XLC | 0.21% | 20,550 | $2M | $107.13 | -$22K | +495 | +2.5% | |
| 99 | XLV | 0.21% | 13,853 | $2M | $158.66 | $197K | +205 | +1.5% | |
| 100 | CALM | 0.20% | 26,425 | $2M | $80.56 | $66K | +366 | +1.4% |