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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.69K ﹤0.01%
244
327
$7.36K ﹤0.01%
+50
328
$7.29K ﹤0.01%
200
329
$6.89K ﹤0.01%
40
330
$6.7K ﹤0.01%
19
+16
331
$6.67K ﹤0.01%
37
332
$6.58K ﹤0.01%
107
+44
333
$6.22K ﹤0.01%
500
+390
334
$6.04K ﹤0.01%
79
-63
335
$5.97K ﹤0.01%
330
336
$5.71K ﹤0.01%
7
337
$5.54K ﹤0.01%
+25
338
$5.48K ﹤0.01%
184
339
$5.46K ﹤0.01%
13
340
$5.38K ﹤0.01%
26
341
$5.14K ﹤0.01%
50
-6
342
$5.03K ﹤0.01%
1,644
-1,452
343
$4.98K ﹤0.01%
62
344
$4.93K ﹤0.01%
219
345
$4.87K ﹤0.01%
59
346
$4.76K ﹤0.01%
18
-24
347
$4.68K ﹤0.01%
32
+12
348
$4.64K ﹤0.01%
50
-118
349
$4.62K ﹤0.01%
339
350
$4.4K ﹤0.01%
39
-47
12 13
14
15 16