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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.2K 0.01%
225
302
$16.6K 0.01%
82
303
$16.4K 0.01%
86
304
$16.2K 0.01%
78
305
$16.1K 0.01%
181
306
$16K 0.01%
85
-25
307
$14.7K 0.01%
195
308
$14.7K 0.01%
374
309
$14.6K 0.01%
200
310
$13.8K 0.01%
90
311
$13.7K 0.01%
63
312
$13.6K 0.01%
36
313
$12.9K 0.01%
316
+142
314
$12.8K 0.01%
158
+1
315
$12.6K 0.01%
115
316
$12.5K 0.01%
+109
317
$12.4K 0.01%
169
318
$12.3K 0.01%
96
319
$12.1K 0.01%
67
320
$12.1K 0.01%
930
321
$11.8K ﹤0.01%
6,000
322
$11.8K ﹤0.01%
51
323
$11.8K ﹤0.01%
200
324
$11.7K ﹤0.01%
138
325
$11.5K ﹤0.01%
246
11 12
13
14 15