CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+15.31%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$191M
AUM Growth
+$191M
(+6.9%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-9.38%
Top 10 Holdings %
Top 10 Hldgs %
32.24%
Holding
400
New
22
Increased
15
Reduced
140
Closed
64
Top Buys
| 1 |
Nomad Foods
NOMD
|
$1.53M |
| 2 |
Nokia
NOK
|
$1.52M |
| 3 |
Check Point Software Technologies
CHKP
|
$759K |
| 4 |
Healthcare Realty
HR
|
$500K |
| 5 |
UN
Unilever NV New York Registry Shares
UN
|
$446K |
Top Sells
| 1 |
ACC
American Campus Communities, Inc.
ACC
|
$4.18M |
| 2 |
Ventas
VTR
|
$2.68M |
| 3 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$1.56M |
| 4 |
Lakeland Financial Corp
LKFN
|
$1.33M |
| 5 |
Bar Harbor Bankshares
BHB
|
$908K |
Sector Composition
| 1 | Healthcare | 23.87% |
| 2 | Technology | 13.72% |
| 3 | Consumer Staples | 13.26% |
| 4 | Financials | 12.2% |
| 5 | Real Estate | 8.69% |
