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
401
$1.65K ﹤0.01%
19
402
$1.63K ﹤0.01%
14
-21
403
$1.62K ﹤0.01%
52
404
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250
405
$1.56K ﹤0.01%
218
-131
406
$1.5K ﹤0.01%
148
407
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17
408
$1.48K ﹤0.01%
33
409
$1.46K ﹤0.01%
+100
410
$1.37K ﹤0.01%
5
411
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25
412
$1.23K ﹤0.01%
14
413
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11
414
$1.2K ﹤0.01%
138
-112
415
$1.2K ﹤0.01%
3
416
$1.11K ﹤0.01%
113
+1
417
$1.01K ﹤0.01%
+245
418
$942 ﹤0.01%
+15
419
$940 ﹤0.01%
45
420
$901 ﹤0.01%
22
421
$898 ﹤0.01%
9
422
$805 ﹤0.01%
3
423
$667 ﹤0.01%
+14
424
$655 ﹤0.01%
13
-168
425
$594 ﹤0.01%
418
15 16
17
18 19