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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.2K 0.01%
101
+61
327
$11.7K 0.01%
67
-13
328
$11.6K 0.01%
90
329
$11.5K 0.01%
36
330
$11.4K ﹤0.01%
930
331
$11.3K ﹤0.01%
175
332
$11.1K ﹤0.01%
136
333
$11K ﹤0.01%
225
334
$10.5K ﹤0.01%
450
335
$10.4K ﹤0.01%
300
336
$10.2K ﹤0.01%
2,100
337
$10.2K ﹤0.01%
155
338
$10.1K ﹤0.01%
54
339
$10K ﹤0.01%
+116
340
$9.95K ﹤0.01%
3,700
+300
341
$9.95K ﹤0.01%
115
-3
342
$9.58K ﹤0.01%
300
-250
343
$9.18K ﹤0.01%
307
+1
344
$8.73K ﹤0.01%
250
345
$8.7K ﹤0.01%
702
346
$8.69K ﹤0.01%
110
+10
347
$8.59K ﹤0.01%
200
348
$8.55K ﹤0.01%
48
+21
349
$8.45K ﹤0.01%
683
+233
350
$8.4K ﹤0.01%
+137
12 13
14
15 16