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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.1K 0.02%
480
227
$56.5K 0.02%
250
228
$56.1K 0.02%
525
+3
229
$55K 0.02%
300
230
$54.7K 0.02%
1,225
231
$54.4K 0.02%
75
232
$54.2K 0.02%
+478
233
$53.8K 0.02%
3,200
234
$52.3K 0.02%
254
235
$51.2K 0.02%
+1,022
236
$50.1K 0.02%
468
+11
237
$50K 0.02%
659
238
$48.3K 0.02%
+17,000
239
$48K 0.02%
890
-2,520
240
$47.9K 0.02%
100
241
$47.8K 0.02%
3,596
-1,288
242
$47.7K 0.02%
4,000
243
$47.6K 0.02%
1,990
-50
244
$46.8K 0.02%
141
-25
245
$46.3K 0.02%
400
246
$43.4K 0.02%
216
247
$41.1K 0.02%
697
+375
248
$41.1K 0.02%
1,698
249
$41.1K 0.02%
1,392
250
$40.1K 0.02%
82
-25
8 9
10
11 12