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
376
$4.65K ﹤0.01%
72
377
$4.61K ﹤0.01%
12
378
$4.51K ﹤0.01%
74
379
$4.4K ﹤0.01%
+134
380
$4.4K ﹤0.01%
70
+10
381
$4.32K ﹤0.01%
58
-55
382
$4.25K ﹤0.01%
88
383
$4.19K ﹤0.01%
139
384
$4.13K ﹤0.01%
63
385
$4K ﹤0.01%
43
386
$3.9K ﹤0.01%
+69
387
$3.87K ﹤0.01%
410
+80
388
$3.56K ﹤0.01%
+55
389
$3.54K ﹤0.01%
+100
390
$3.42K ﹤0.01%
+62
391
$3.22K ﹤0.01%
25
392
$3.01K ﹤0.01%
18
393
$2.96K ﹤0.01%
45
394
$2.88K ﹤0.01%
+82
395
$2.87K ﹤0.01%
20
396
$2.79K ﹤0.01%
10
397
$2.71K ﹤0.01%
20
398
$2.61K ﹤0.01%
100
399
$2.56K ﹤0.01%
121
400
$2.27K ﹤0.01%
48
14 15
16
17 18