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
276
$24.9K 0.01%
+85
277
$24.8K 0.01%
2,100
278
$23.5K 0.01%
34
279
$23.1K 0.01%
1,925
-2,235
280
$22.5K 0.01%
760
281
$22.1K 0.01%
2,500
282
$22.1K 0.01%
450
283
$21.8K 0.01%
+386
284
$21.8K 0.01%
234
-237
285
$21.4K 0.01%
+91
286
$21.3K 0.01%
69
287
$20.9K 0.01%
80
288
$20.5K 0.01%
242
289
$20.5K 0.01%
450
290
$20.5K 0.01%
105
291
$20.1K 0.01%
70
+10
292
$19.4K 0.01%
300
293
$19K 0.01%
47
294
$18.9K 0.01%
1,008
295
$18.4K 0.01%
40
296
$18.2K 0.01%
439
297
$17.7K 0.01%
110
298
$17.6K 0.01%
51
299
$17.6K 0.01%
250
300
$17.3K 0.01%
39
10 11
12
13 14