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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.45M
3
+$2.6M
4
AGCO icon
AGCO
AGCO
+$1.85M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.79M

Top Sells

1
+$5.77M
2
+$1.12M
3
+$710K
4
NVO icon
Novo Nordisk
NVO
+$495K
5
TAK icon
Takeda Pharmaceutical
TAK
+$404K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40.2K 0.02%
513
252
$39.8K 0.02%
406
253
$39.7K 0.02%
1,500
254
$39K 0.02%
675
-122
255
$38.4K 0.01%
150
-150
256
$37.7K 0.01%
2,216
257
$36.8K 0.01%
+258
258
$36.5K 0.01%
1,458
259
$34.5K 0.01%
859
260
$32.4K 0.01%
125
+124
261
$32.2K 0.01%
200
262
$31.5K 0.01%
60
-15
263
$31.1K 0.01%
120
264
$31K 0.01%
225
265
$30.7K 0.01%
234
266
$30.2K 0.01%
85
267
$30.1K 0.01%
1,200
268
$29.2K 0.01%
60
269
$29K 0.01%
110
270
$28.3K 0.01%
34
271
$28.1K 0.01%
760
272
$27.3K 0.01%
568
273
$27K 0.01%
+2,500
274
$26K 0.01%
+2,000
275
$25.8K 0.01%
86
9 10
11
12 13