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
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$4.63M
2 +$1.69M
3 +$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1 +$1.4M
2 +$501K
3 +$329K
4
VOD icon
Vodafone
VOD
+$249K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WKHS icon
426
Workhorse Group
WKHS
$20.2M
$1 ﹤0.01%
1
ANSS
427
DELISTED
Ansys
ANSS
-663
BBVA icon
428
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
-213
EQIX icon
429
Equinix
EQIX
$72B
-7
HMN icon
430
Horace Mann Educators
HMN
$1.84B
-760
HUM icon
431
Humana
HUM
$29.1B
-18
IUSG icon
432
iShares Core S&P US Growth ETF
IUSG
$26B
-117
NTAP icon
433
NetApp
NTAP
$22.2B
-14
WIT icon
434
Wipro
WIT
$28.5B
-1,330