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
251
$39.8K 0.02%
406
252
$39.8K 0.02%
320
253
$39.7K 0.02%
315
254
$39.3K 0.02%
351
255
$39K 0.02%
100
256
$38.9K 0.02%
900
257
$38.5K 0.02%
1,129
258
$37.5K 0.02%
330
259
$37.3K 0.02%
2,216
260
$37.1K 0.02%
833
261
$37K 0.02%
1,500
262
$36.9K 0.02%
108
263
$33.2K 0.01%
75
264
$33K 0.01%
568
265
$32.1K 0.01%
370
266
$30.5K 0.01%
513
-50
267
$30.4K 0.01%
375
268
$29.6K 0.01%
200
269
$29.2K 0.01%
400
270
$28.5K 0.01%
1,458
271
$28.3K 0.01%
+456
272
$27.8K 0.01%
1,200
273
$25.6K 0.01%
114
274
$25.6K 0.01%
133
+13
275
$25.4K 0.01%
400
9 10
11
12 13