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
276
$22.1K 0.01%
404
+397
277
$22K 0.01%
90
-15
278
$21.8K 0.01%
90
279
$21.6K 0.01%
46
280
$21.5K 0.01%
111
281
$20.6K 0.01%
230
-16
282
$20.4K 0.01%
72
283
$20.2K 0.01%
141
284
$19.1K 0.01%
210
285
$18.6K 0.01%
1,017
286
$18.1K 0.01%
591
287
$17.5K 0.01%
134
288
$16.6K 0.01%
161
+27
289
$16K 0.01%
+77
290
$15.9K 0.01%
293
291
$15.8K 0.01%
+90
292
$15.6K 0.01%
131
+35
293
$15.6K 0.01%
167
+1
294
$15.2K 0.01%
608
295
$14.9K ﹤0.01%
117
-50
296
$14.8K ﹤0.01%
900
297
$14.2K ﹤0.01%
450
298
$14K ﹤0.01%
51
-74
299
$13.7K ﹤0.01%
240
-1,855
300
$13.6K ﹤0.01%
200
10 11
12
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