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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35.7K 0.02%
1,129
252
$35.1K 0.02%
833
253
$33.7K 0.01%
568
254
$33K 0.01%
513
255
$32.8K 0.01%
76
+1
256
$32.6K 0.01%
2,091
-1,505
257
$32.5K 0.01%
320
-10
258
$32.4K 0.01%
370
259
$30.4K 0.01%
108
260
$30K 0.01%
973
-111,586
261
$27.3K 0.01%
456
262
$26.8K 0.01%
1,200
263
$26.3K 0.01%
1,458
264
$26K 0.01%
375
265
$25.2K 0.01%
120
-13
266
$25.2K 0.01%
400
267
$25.1K 0.01%
+859
268
$25.1K 0.01%
200
269
$25.1K 0.01%
234
270
$24.4K 0.01%
85
271
$23.3K 0.01%
114
272
$23.1K 0.01%
760
273
$23K 0.01%
400
274
$21.9K 0.01%
+799
275
$21.9K 0.01%
34
9 10
11
12 13