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
376
$1.81K ﹤0.01%
50
377
$1.77K ﹤0.01%
24
378
$1.48K ﹤0.01%
16
379
$1.39K ﹤0.01%
8
380
$1.28K ﹤0.01%
330
381
$1.26K ﹤0.01%
30
382
$1.24K ﹤0.01%
22
-65
383
$999 ﹤0.01%
418
384
$989 ﹤0.01%
17
385
$923 ﹤0.01%
5
386
$904 ﹤0.01%
85
-617
387
$856 ﹤0.01%
20
388
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389
$694 ﹤0.01%
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390
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391
$499 ﹤0.01%
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450
395
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+2
396
$174 ﹤0.01%
1
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398
$97 ﹤0.01%
+3
399
$80 ﹤0.01%
+5
400
– –
0
14 15
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