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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16.5K 0.01%
138
302
$16K 0.01%
200
303
$16K 0.01%
633
-140
304
$15.7K 0.01%
474
+95
305
$15.6K 0.01%
168
+115
306
$15.5K 0.01%
900
307
$15.5K 0.01%
200
308
$15.5K 0.01%
246
309
$15.3K 0.01%
51
310
$15.2K 0.01%
6,000
311
$15K 0.01%
+348
312
$14.3K 0.01%
51
313
$14.3K 0.01%
+82
314
$14.2K 0.01%
181
-131
315
$14K 0.01%
1,008
316
$14K 0.01%
193
+171
317
$13.8K 0.01%
+276
318
$13.6K 0.01%
63
-12
319
$13.6K 0.01%
155
+2
320
$13.4K 0.01%
414
321
$13K 0.01%
155
322
$12.8K 0.01%
+375
323
$12.6K 0.01%
240
324
$12.6K 0.01%
200
325
$12.3K 0.01%
+147
11 12
13
14 15