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
$240M
AUM Growth
-$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.52M
3
+$1.63M
4
HAIN icon
Hain Celestial
HAIN
+$1.36M
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$868K

Top Sells

1
+$6.68M
2
+$2.27M
3
+$1.98M
4
SNY icon
Sanofi
SNY
+$1.92M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$1.09M

Sector Composition

1 Healthcare 22.61%
2 Consumer Staples 16.74%
3 Technology 16.21%
4 Real Estate 12.71%
5 Financials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
249
352
$8K ﹤0.01%
702
353
$8K ﹤0.01%
100
+40
354
$7K ﹤0.01%
306
+140
355
$7K ﹤0.01%
250
356
$7K ﹤0.01%
14
-2
357
$7K ﹤0.01%
75
358
$7K ﹤0.01%
46
359
$7K ﹤0.01%
58
360
$7K ﹤0.01%
450
361
$7K ﹤0.01%
70
362
$7K ﹤0.01%
101
363
$7K ﹤0.01%
702
364
$6K ﹤0.01%
35
365
$6K ﹤0.01%
53
366
$6K ﹤0.01%
74
367
$6K ﹤0.01%
49
368
$6K ﹤0.01%
40
-6
369
$6K ﹤0.01%
500
370
$6K ﹤0.01%
2,500
371
$6K ﹤0.01%
32
372
$6K ﹤0.01%
1,325
373
$5K ﹤0.01%
50
374
$5K ﹤0.01%
262
375
$5K ﹤0.01%
27
13 14
15
16 17