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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.4K 0.02%
650
227
$48.5K 0.02%
764
+64
228
$48.1K 0.02%
457
+3
229
$47.7K 0.02%
2,100
-6,200
230
$47.6K 0.02%
950
231
$47.3K 0.02%
214
232
$47.2K 0.02%
559
233
$46.8K 0.02%
1,590
+561
234
$45.1K 0.01%
675
235
$44.8K 0.01%
458
+58
236
$44.7K 0.01%
4,000
237
$44.4K 0.01%
681
-37
238
$44.3K 0.01%
1,500
239
$43.5K 0.01%
384
240
$41.1K 0.01%
+72
241
$41.1K 0.01%
225
242
$40.1K 0.01%
81
+27
243
$40.1K 0.01%
232
-13
244
$40.1K 0.01%
440
245
$39.5K 0.01%
196
+91
246
$38.7K 0.01%
676
247
$38.3K 0.01%
145
-71
248
$38.3K 0.01%
1,458
249
$38K 0.01%
2,216
250
$37.9K 0.01%
1,200
8 9
10
11 12