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
401
$2.27K ﹤0.01%
24
402
$2.27K ﹤0.01%
8
+5
403
$2.18K ﹤0.01%
+19
404
$2.14K ﹤0.01%
100
405
$2.1K ﹤0.01%
131
406
$2.06K ﹤0.01%
70
407
$2.03K ﹤0.01%
110
408
$2.02K ﹤0.01%
1
409
$1.92K ﹤0.01%
+52
410
$1.76K ﹤0.01%
13
411
$1.72K ﹤0.01%
20
-30
412
$1.68K ﹤0.01%
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413
$1.64K ﹤0.01%
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414
$1.42K ﹤0.01%
40
415
$1.39K ﹤0.01%
5
416
$1.34K ﹤0.01%
22
417
$1.22K ﹤0.01%
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$1.21K ﹤0.01%
24
419
$1.2K ﹤0.01%
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420
$1.18K ﹤0.01%
59
421
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8
422
$1.14K ﹤0.01%
12
423
$1.1K ﹤0.01%
30
424
$1.05K ﹤0.01%
18
425
$1.04K ﹤0.01%
8
15 16
17
18 19