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
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$1.69M
3 +$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1 +$1.4M
2 +$501K
3 +$329K
4
VOD icon
Vodafone
VOD
+$249K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTV icon
376
Fortive
FTV
$16.8B
$2.21K ﹤0.01%
45
FSLY icon
377
Fastly
FSLY
$1.76B
$2.14K ﹤0.01%
250
FTNT icon
378
Fortinet
FTNT
$60.8B
$2.1K ﹤0.01%
25
UNM icon
379
Unum
UNM
$12.6B
$2.02K ﹤0.01%
26
WELL icon
380
Welltower
WELL
$140B
$1.96K ﹤0.01%
11
PSO icon
381
Pearson
PSO
$8.34B
$1.94K ﹤0.01%
137
EDU icon
382
New Oriental
EDU
$8.39B
$1.91K ﹤0.01%
36
HRB icon
383
H&R Block
HRB
$5.34B
$1.87K ﹤0.01%
37
-32
MET icon
384
MetLife
MET
$50.3B
$1.81K ﹤0.01%
22
-40
BINC icon
385
BlackRock Flexible Income ETF
BINC
$14.3B
$1.81K ﹤0.01%
34
UMC icon
386
United Microelectronic
UMC
$18.9B
$1.65K ﹤0.01%
218
DOW icon
387
Dow Inc
DOW
$16.9B
$1.65K ﹤0.01%
+72
ASR icon
388
Grupo Aeroportuario del Sureste
ASR
$9.09B
$1.62K ﹤0.01%
5
VGSR icon
389
Vert Global Sustainable Real Estate ETF
VGSR
$447M
$1.58K ﹤0.01%
148
AGO icon
390
Assured Guaranty
AGO
$4.16B
$1.44K ﹤0.01%
17
VTRS icon
391
Viatris
VTRS
$12.3B
$1.37K ﹤0.01%
138
ICLN icon
392
iShares Global Clean Energy ETF
ICLN
$1.9B
$1.28K ﹤0.01%
+83
GM icon
393
General Motors
GM
$68.1B
$1.15K ﹤0.01%
19
PRU icon
394
Prudential Financial
PRU
$37.9B
$1.14K ﹤0.01%
11
SYM icon
395
Symbotic
SYM
$9.69B
$1.08K ﹤0.01%
20
AON icon
396
Aon
AON
$75.5B
$1.07K ﹤0.01%
3
MELI icon
397
Mercado Libre
MELI
$105B
0
QFIN icon
398
Qfin Holdings
QFIN
$2.57B
$950 ﹤0.01%
33
GIB icon
399
CGI
GIB
$19.3B
$802 ﹤0.01%
9
SAP icon
400
SAP
SAP
$282B
$802 ﹤0.01%
3