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
351
$4.36K ﹤0.01%
60
352
$4.3K ﹤0.01%
410
353
$4.22K ﹤0.01%
90
+72
354
$4.2K ﹤0.01%
2,100
355
$4.09K ﹤0.01%
51
356
$4.05K ﹤0.01%
42
357
$3.96K ﹤0.01%
56
-85
358
$3.9K ﹤0.01%
+18
359
$3.87K ﹤0.01%
+95
360
$3.87K ﹤0.01%
250
361
$3.8K ﹤0.01%
70
362
$3.79K ﹤0.01%
69
363
$3.56K ﹤0.01%
14
364
$3.54K ﹤0.01%
100
365
$3.46K ﹤0.01%
10
-10
366
$3.34K ﹤0.01%
100
367
$3.12K ﹤0.01%
36
368
$3.08K ﹤0.01%
26
369
$3.02K ﹤0.01%
+41
370
$2.97K ﹤0.01%
+47
371
$2.9K ﹤0.01%
213
372
$2.83K ﹤0.01%
21
373
$2.79K ﹤0.01%
18
374
$2.76K ﹤0.01%
48
375
$2.66K ﹤0.01%
155
13 14
15
16 17