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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K ﹤0.01%
900
327
$11K ﹤0.01%
155
328
$10.7K ﹤0.01%
+131
329
$10.6K ﹤0.01%
200
330
$10.5K ﹤0.01%
300
331
$10.3K ﹤0.01%
450
332
$9.91K ﹤0.01%
+182
333
$9.61K ﹤0.01%
309
334
$9.57K ﹤0.01%
155
335
$9.25K ﹤0.01%
115
336
$8.82K ﹤0.01%
250
337
$8.61K ﹤0.01%
94
+36
338
$8.06K ﹤0.01%
49
339
$7.81K ﹤0.01%
115
340
$7.72K ﹤0.01%
1,500
341
$7.68K ﹤0.01%
58
342
$7.63K ﹤0.01%
67
343
$7.61K ﹤0.01%
339
-2,318
344
$7.4K ﹤0.01%
68
-255
345
$7.2K ﹤0.01%
33
346
$6.74K ﹤0.01%
65
-115
347
$5.77K ﹤0.01%
3,700
348
$5.75K ﹤0.01%
8
349
$5.41K ﹤0.01%
1,325
350
$5.4K ﹤0.01%
200
12 13
14
15 16