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
276
$25K 0.01%
+1,500
277
$24.5K 0.01%
242
278
$24.5K 0.01%
400
279
$23.9K 0.01%
69
280
$23.4K 0.01%
1,008
281
$23.3K 0.01%
890
282
$23.2K 0.01%
300
283
$21.5K 0.01%
439
284
$20.9K 0.01%
450
285
$20.8K 0.01%
105
286
$20.5K 0.01%
231
-6
287
$20.2K 0.01%
39
288
$20.2K 0.01%
1,450
-2,435
289
$18.7K 0.01%
805
-1,120
290
$17.9K 0.01%
250
291
$17.7K 0.01%
171
292
$17.5K 0.01%
85
293
$17.2K 0.01%
90
294
$17K 0.01%
51
295
$16.3K 0.01%
164
296
$16K 0.01%
78
297
$15.8K 0.01%
96
298
$15.8K 0.01%
+30
299
$15.6K 0.01%
+343
300
$15.5K 0.01%
200
10 11
12
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