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
276
$26.5K 0.01%
120
277
$24.3K 0.01%
50
278
$24.1K 0.01%
+34
279
$24K 0.01%
75
280
$23.4K 0.01%
114
281
$23.2K 0.01%
+552
282
$23K 0.01%
140
283
$22.9K 0.01%
450
284
$22.8K 0.01%
2,500
-1,000
285
$22.7K 0.01%
245
286
$22.3K 0.01%
900
287
$21K 0.01%
488
+208
288
$20.7K 0.01%
370
-130
289
$20.2K 0.01%
120
290
$20.2K 0.01%
47
291
$20.1K 0.01%
2,123
+61
292
$19.6K 0.01%
400
+100
293
$18.9K 0.01%
476
+51
294
$18.4K 0.01%
69
-12
295
$18.2K 0.01%
110
296
$18K 0.01%
450
297
$17.9K 0.01%
439
298
$17.9K 0.01%
250
299
$17K 0.01%
168
-100
300
$16.6K 0.01%
135
10 11
12
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