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
301
$15.3K 0.01%
162
+1
302
$15.3K 0.01%
+260
303
$15.2K 0.01%
2,100
304
$15.2K 0.01%
+209
305
$14.1K 0.01%
36
306
$14.1K 0.01%
80
307
$14K 0.01%
200
-200
308
$13.8K 0.01%
131
309
$13.7K 0.01%
450
310
$13.3K 0.01%
67
311
$13K 0.01%
200
312
$12.4K ﹤0.01%
155
313
$12.4K ﹤0.01%
900
314
$12K ﹤0.01%
58
315
$11.9K ﹤0.01%
29
316
$11.1K ﹤0.01%
51
317
$10.7K ﹤0.01%
58
318
$10.6K ﹤0.01%
42
319
$10.6K ﹤0.01%
40
320
$9.86K ﹤0.01%
410
-179
321
$9.59K ﹤0.01%
40
-42
322
$9.48K ﹤0.01%
138
323
$9.42K ﹤0.01%
250
324
$8.98K ﹤0.01%
55
-28
325
$8.6K ﹤0.01%
200
11 12
13
14 15