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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.45M
3
+$2.6M
4
AGCO icon
AGCO
AGCO
+$1.85M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.79M

Top Sells

1
+$5.77M
2
+$1.12M
3
+$710K
4
NVO icon
Novo Nordisk
NVO
+$495K
5
TAK icon
Takeda Pharmaceutical
TAK
+$404K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.12K ﹤0.01%
200
327
$7.96K ﹤0.01%
366
328
$7.7K ﹤0.01%
930
329
$7.61K ﹤0.01%
115
330
$7.52K ﹤0.01%
115
331
$7.33K ﹤0.01%
225
332
$7.2K ﹤0.01%
49
333
$6.86K ﹤0.01%
180
-13
334
$6.81K ﹤0.01%
410
335
$6.54K ﹤0.01%
174
336
$5.92K ﹤0.01%
70
337
$5.9K ﹤0.01%
1,325
338
$5.78K ﹤0.01%
326
+2
339
$5.78K ﹤0.01%
32
-20
340
$5.41K ﹤0.01%
55
341
$4.93K ﹤0.01%
+30
342
$4.91K ﹤0.01%
18
343
$4.88K ﹤0.01%
25
344
$4.66K ﹤0.01%
+105
345
$4.25K ﹤0.01%
+46
346
$4.25K ﹤0.01%
70
347
$3.55K ﹤0.01%
+42
348
$3.51K ﹤0.01%
100
349
$3.47K ﹤0.01%
100
350
$3.36K ﹤0.01%
+18
12 13
14
15 16