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CYPRESS CAPITAL GROUP

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PALM BEACH FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Cypress Capital Group is based out of Palm Beach. Cypress Capital Group is a large advisory firm with 63 clients and discretionary assets under management (AUM) of $149,796,631 (Form ADV from 2023-03-20). Their last reported 13F filing for Q4 2023 included $768,738,195 in managed 13F securities and a top 10 holdings concentration of 30.78%. Cypress Capital Group's largest holding is Apple Inc with shares held of 217,879. Whalewisdom has at least 74 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 5.46%
IVV iShares Core S&P 500 4.77%
LLY Lilly (Eli) & Co. 4.39%
MSFT Microsoft Corp. 4.14%
V VISA Inc 2.6%

2023-12-31

13F Activity

Market Value $0.77b, Prior: $0.69b
New Purchases 12 stocks
Added To 80 stocks
Sold out of 12 stocks
Reduced holdings in 178 stocks
Top 10 Holdings % 30.78%
Turnover %[1] 8.16%
Turnover Alt %[2] 3.48%
Time Held Top 20 17.2 quarters
Time Held Top 10 22 quarters
Time Held All 26.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance