CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.8K 0.02%
552
227
$53.6K 0.02%
160
228
$53.2K 0.02%
500
229
$52.8K 0.02%
480
+74
230
$51.9K 0.02%
1,668
231
$51.7K 0.02%
166
232
$51.1K 0.02%
3,200
233
$50.8K 0.02%
1,225
234
$48.6K 0.02%
457
+1
235
$48K 0.02%
1,458
236
$47.3K 0.02%
85
237
$45.7K 0.02%
254
238
$44.3K 0.02%
100
239
$42.8K 0.02%
1,698
240
$41.1K 0.02%
372
-2
241
$41.1K 0.02%
815
-100
242
$41K 0.02%
75
243
$40.9K 0.02%
400
244
$40.7K 0.02%
+345
245
$40.4K 0.02%
4,000
246
$39.4K 0.02%
+406
247
$38.3K 0.02%
351
248
$37.9K 0.02%
833
-1,300
249
$37.4K 0.02%
2,216
250
$37.1K 0.02%
754
8 9
10
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