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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.21K ﹤0.01%
96
352
$7.95K ﹤0.01%
+204
353
$7.81K ﹤0.01%
702
354
$7.79K ﹤0.01%
115
355
$7.62K ﹤0.01%
249
356
$7.62K ﹤0.01%
330
357
$7.52K ﹤0.01%
58
358
$7.44K ﹤0.01%
385
359
$7.34K ﹤0.01%
+40
360
$7.27K ﹤0.01%
46
361
$7.25K ﹤0.01%
49
362
$6.69K ﹤0.01%
+130
363
$6.2K ﹤0.01%
32
364
$6.14K ﹤0.01%
+74
365
$5.91K ﹤0.01%
+80
366
$5.77K ﹤0.01%
8
367
$5.72K ﹤0.01%
+55
368
$5.54K ﹤0.01%
1,325
369
$5.15K ﹤0.01%
35
370
$5.14K ﹤0.01%
50
371
$4.95K ﹤0.01%
26
372
$4.95K ﹤0.01%
+47
373
$4.89K ﹤0.01%
200
374
$4.8K ﹤0.01%
323
+3
375
$4.75K ﹤0.01%
34
13 14
15
16 17