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
301
$13.4K ﹤0.01%
120
-254
302
$13.3K ﹤0.01%
63
303
$12.9K ﹤0.01%
51
304
$12.4K ﹤0.01%
2,019
305
$11.7K ﹤0.01%
58
306
$11.6K ﹤0.01%
+200
307
$11.5K ﹤0.01%
+55
308
$11.1K ﹤0.01%
146
309
$10.3K ﹤0.01%
1,000
-1,345
310
$10.3K ﹤0.01%
40
311
$10.2K ﹤0.01%
400
312
$9.87K ﹤0.01%
200
313
$9.84K ﹤0.01%
200
314
$9.44K ﹤0.01%
+105
315
$9.41K ﹤0.01%
84
-76
316
$9.4K ﹤0.01%
174
+1
317
$9.2K ﹤0.01%
100
-75
318
$9.19K ﹤0.01%
21
319
$8.45K ﹤0.01%
250
320
$8.38K ﹤0.01%
32
321
$8.3K ﹤0.01%
1,259
-2,317
322
$8.16K ﹤0.01%
49
323
$7.87K ﹤0.01%
228
+1
324
$7.76K ﹤0.01%
41
325
$7.71K ﹤0.01%
33
+15
11 12
13
14 15