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
251
$37.3K 0.01%
262
252
$36.4K 0.01%
+355
253
$35.4K 0.01%
1,186
+114
254
$34.5K 0.01%
279
255
$33.7K 0.01%
344
-72
256
$33.1K 0.01%
427
-26
257
$32.5K 0.01%
760
258
$32.2K 0.01%
34
259
$31.3K 0.01%
93
260
$30.4K 0.01%
200
261
$30.4K 0.01%
1,200
262
$30.4K 0.01%
50
263
$30.4K 0.01%
192
264
$30K 0.01%
400
265
$29.9K 0.01%
78
+18
266
$28.1K 0.01%
1,161
267
$27K 0.01%
696
268
$26.4K 0.01%
102
-16
269
$25K 0.01%
118
+93
270
$24.8K 0.01%
319
-40
271
$24.2K 0.01%
263
-150
272
$23.7K 0.01%
76
+23
273
$23.4K 0.01%
161
274
$23.2K 0.01%
+5
275
$22.8K 0.01%
483
+345
9 10
11
12 13