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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.58K ﹤0.01%
3,700
327
$7.56K ﹤0.01%
131
328
$7.45K ﹤0.01%
115
329
$7.26K ﹤0.01%
67
330
$7.1K ﹤0.01%
33
331
$6.98K ﹤0.01%
202
+2
332
$6.97K ﹤0.01%
174
-142
333
$6.69K ﹤0.01%
8
334
$6.67K ﹤0.01%
58
-36
335
$6.17K ﹤0.01%
55
336
$5.89K ﹤0.01%
1,500
337
$5.89K ﹤0.01%
310
+1
338
$5.36K ﹤0.01%
55
-13
339
$5.18K ﹤0.01%
1,325
340
$5.09K ﹤0.01%
324
+1
341
$5.08K ﹤0.01%
200
342
$4.99K ﹤0.01%
515
343
$4.99K ﹤0.01%
25
344
$4.18K ﹤0.01%
27
345
$4.1K ﹤0.01%
410
346
$4.01K ﹤0.01%
49
347
$4K ﹤0.01%
18
348
$3.27K ﹤0.01%
20
349
$3.27K ﹤0.01%
70
350
$3.09K ﹤0.01%
40
12 13
14
15 16