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
$202M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.28M
3 +$1.28M
4
NOK icon
Nokia
NOK
+$1M
5
NOMD icon
Nomad Foods
NOMD
+$686K

Top Sells

1 +$1.15M
2 +$798K
3 +$520K
4
AEM icon
Agnico Eagle Mines
AEM
+$438K
5
BHB icon
Bar Harbor Bankshares
BHB
+$318K

Sector Composition

1 Healthcare 22.21%
2 Technology 14.72%
3 Consumer Staples 14.44%
4 Financials 12.25%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$11K ﹤0.01%
72
302
$11K ﹤0.01%
200
303
$10K ﹤0.01%
447
304
$10K ﹤0.01%
+499
305
$10K ﹤0.01%
46
+36
306
$10K ﹤0.01%
172
307
$10K ﹤0.01%
600
-2,740
308
$9K ﹤0.01%
+52
309
$9K ﹤0.01%
169
-100
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$9K ﹤0.01%
14
311
$9K ﹤0.01%
+132
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$9K ﹤0.01%
+170
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$9K ﹤0.01%
450
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$8K ﹤0.01%
+70
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$8K ﹤0.01%
136
-114
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$8K ﹤0.01%
100
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$8K ﹤0.01%
+106
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$8K ﹤0.01%
+55
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$8K ﹤0.01%
298
320
$8K ﹤0.01%
+24
321
$8K ﹤0.01%
65
322
$8K ﹤0.01%
90
323
$8K ﹤0.01%
+210
324
$7K ﹤0.01%
+68
325
$7K ﹤0.01%
350