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
276
$21.8K 0.01%
83
+3
277
$21.6K 0.01%
242
278
$21.6K 0.01%
69
279
$21.4K 0.01%
1,925
280
$19.9K 0.01%
450
281
$19.7K 0.01%
60
-10
282
$19.1K 0.01%
1,008
283
$18.9K 0.01%
439
284
$18.4K 0.01%
105
285
$18.3K 0.01%
47
286
$18.2K 0.01%
225
287
$18.2K 0.01%
86
288
$17.8K 0.01%
890
-1,100
289
$17.7K 0.01%
2,100
290
$17.7K 0.01%
39
291
$17.6K 0.01%
+237
292
$17.5K 0.01%
40
293
$17.2K 0.01%
110
294
$16.8K 0.01%
250
295
$16.7K 0.01%
51
296
$16.4K 0.01%
82
297
$16.4K 0.01%
85
298
$16.3K 0.01%
300
299
$16.1K 0.01%
374
300
$15.6K 0.01%
400
-4,750
10 11
12
13 14