CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+9.63%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$301M
AUM Growth
+$301M
(+6.4%)
Cap. Flow
-$7.45M
Cap. Flow
% of AUM
-2.48%
Top 10 Holdings %
Top 10 Hldgs %
28.87%
Holding
500
New
25
Increased
62
Reduced
106
Closed
47
Top Buys
| 1 |
IBM
IBM
|
$1.98M |
| 2 |
Smith & Nephew
SNN
|
$1.24M |
| 3 |
Kyndryl
KD
|
$1.21M |
| 4 |
Kilroy Realty
KRC
|
$1.03M |
| 5 |
VanEck Green Bond ETF
GRNB
|
$976K |
Top Sells
| 1 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$8.34M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.43M |
| 3 |
Ameresco
AMRC
|
$586K |
| 4 |
Hingham Institution for Saving
HIFS
|
$555K |
| 5 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$433K |
Sector Composition
| 1 | Healthcare | 18.97% |
| 2 | Technology | 17.22% |
| 3 | Consumer Staples | 15.61% |
| 4 | Real Estate | 11.56% |
| 5 | Financials | 8.81% |
