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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.25K ﹤0.01%
55
352
$5.22K ﹤0.01%
410
353
$5.2K ﹤0.01%
323
354
$5.14K ﹤0.01%
515
355
$5.03K ﹤0.01%
156
-229
356
$4.82K ﹤0.01%
72
357
$4.68K ﹤0.01%
27
358
$4.66K ﹤0.01%
70
359
$4.21K ﹤0.01%
50
-50
360
$4.2K ﹤0.01%
25
361
$4.07K ﹤0.01%
18
362
$3.52K ﹤0.01%
20
363
$3.42K ﹤0.01%
+36
364
$3.37K ﹤0.01%
100
365
$3.27K ﹤0.01%
100
366
$3.08K ﹤0.01%
70
367
$2.86K ﹤0.01%
40
368
$2.7K ﹤0.01%
1
369
$2.39K ﹤0.01%
121
370
$2.38K ﹤0.01%
24
371
$2.21K ﹤0.01%
131
372
$2.15K ﹤0.01%
8
373
$1.85K ﹤0.01%
100
374
$1.83K ﹤0.01%
110
375
$1.81K ﹤0.01%
48
13 14
15
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