CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+10.89%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$233M
AUM Growth
+$20.1M
(+9.5%)
Cap. Flow
-$180K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
538
New
33
Increased
93
Reduced
104
Closed
47
Top Buys
| 1 |
Organon & Co
OGN
|
$2.45M |
| 2 |
Cousins Properties
CUZ
|
$2.29M |
| 3 |
John Wiley & Sons Class A
WLY
|
$1.79M |
| 4 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$662K |
| 5 |
Nomad Foods
NOMD
|
$648K |
Top Sells
| 1 |
ELME
Elme Communities
ELME
|
$2.43M |
| 2 |
Healthcare Realty
HR
|
$2.01M |
| 3 |
Kilroy Realty
KRC
|
$1.54M |
| 4 |
Kyndryl
KD
|
$1M |
| 5 |
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% |
