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
351
$3.24K ﹤0.01%
+250
352
$3.23K ﹤0.01%
20
353
$2.98K ﹤0.01%
250
354
$2.91K ﹤0.01%
+28
355
$2.88K ﹤0.01%
+53
356
$2.3K ﹤0.01%
+17
357
$2.24K ﹤0.01%
100
358
$2.14K ﹤0.01%
111
359
$1.78K ﹤0.01%
+34
360
$1.63K ﹤0.01%
22
361
$1.46K ﹤0.01%
50
362
$1.45K ﹤0.01%
148
363
$1.44K ﹤0.01%
+25
364
$1.43K ﹤0.01%
+41
365
$1.21K ﹤0.01%
110
366
$1.08K ﹤0.01%
+12
367
$972 ﹤0.01%
20
-20
368
$900 ﹤0.01%
20
369
$816 ﹤0.01%
18
370
$780 ﹤0.01%
+18
371
$741 ﹤0.01%
300
372
$740 ﹤0.01%
85
373
$671 ﹤0.01%
+13
374
$601 ﹤0.01%
+14
375
$572 ﹤0.01%
200
12 13 14
15
16