CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.44M
4
GPC icon
Genuine Parts
GPC
+$1.27M
5
CNBKA
Century Bancorp Inc/Mass
CNBKA
+$1.16M

Top Sells

1
+$3.79M
2
+$2.56M
3
+$1.66M
4
DD
Du Pont De Nemours E I
DD
+$1.4M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$1.24M

Sector Composition

1 Technology 18.18%
2 Healthcare 14.38%
3 Industrials 13.18%
4 Consumer Staples 11.74%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.36%
61,435
+2,760
27
$2.87M 1.35%
64,554
+26,020
28
$2.84M 1.34%
62,832
+22,290
29
$2.78M 1.31%
59,793
-1,178
30
$2.77M 1.31%
64,852
-1,163
31
$2.77M 1.3%
152,703
+22,063
32
$2.76M 1.3%
16,957
+2,251
33
$2.58M 1.21%
78,783
-3,192
34
$2.56M 1.21%
49,456
+4,635
35
$2.49M 1.17%
38,447
+13,173
36
$2.41M 1.14%
17,379
-1,198
37
$2.39M 1.13%
45,524
-105
38
$2.31M 1.09%
39,990
-420
39
$2.3M 1.08%
39,846
-18,484
40
$2.11M 0.99%
22,010
-423
41
$2.1M 0.99%
39,041
+2,502
42
$2.04M 0.96%
71,902
-5,368
43
$1.96M 0.92%
33,698
+15,876
44
$1.95M 0.92%
64,010
-2,250
45
$1.93M 0.91%
18,772
+1,067
46
$1.86M 0.88%
55,227
-53
47
$1.81M 0.86%
17,658
-1,034
48
$1.63M 0.77%
60,686
-1,260
49
$1.61M 0.76%
27,390
50
$1.6M 0.76%
51,453
+875
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