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
251
$36.4K 0.02%
522
-24
252
$36.3K 0.02%
216
+199
253
$36.1K 0.02%
320
254
$36.1K 0.02%
568
255
$36K 0.02%
107
-11
256
$35.4K 0.02%
69
257
$35K 0.02%
1,129
258
$34.9K 0.02%
471
259
$34.3K 0.01%
5,350
260
$33.9K 0.01%
216
-37
261
$32.9K 0.01%
1,392
262
$32.8K 0.01%
563
-200
263
$32.8K 0.01%
600
264
$31.6K 0.01%
397
+88
265
$30.5K 0.01%
301
266
$30K 0.01%
510
267
$29.1K 0.01%
100
268
$28.7K 0.01%
108
269
$28.4K 0.01%
760
-27
270
$28.1K 0.01%
375
271
$27.8K 0.01%
5,000
272
$27.7K 0.01%
1,200
273
$26.8K 0.01%
125
-203
274
$26.8K 0.01%
200
-10
275
$26.7K 0.01%
400
9 10
11
12 13