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
376
$2.54K ﹤0.01%
48
377
$2.49K ﹤0.01%
+120
378
$2.48K ﹤0.01%
100
379
$2.41K ﹤0.01%
25
380
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137
381
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+16
382
$2.12K ﹤0.01%
26
383
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384
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16
385
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20
386
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29
387
$1.98K ﹤0.01%
+20
388
$1.91K ﹤0.01%
72
-39
389
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14
390
$1.87K ﹤0.01%
98
-153
391
$1.86K ﹤0.01%
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392
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$1.85K ﹤0.01%
+29
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$1.78K ﹤0.01%
34
395
$1.73K ﹤0.01%
42
-201
396
$1.72K ﹤0.01%
36
397
$1.72K ﹤0.01%
4
398
$1.69K ﹤0.01%
18
399
$1.69K ﹤0.01%
20
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400
$1.69K ﹤0.01%
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17 18