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
$203M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.77M
3
+$771K
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$704K
5
VTR icon
Ventas
VTR
+$698K

Top Sells

1
+$968K
2
+$847K
3
+$659K
4
WFM
Whole Foods Market Inc
WFM
+$653K
5
MDT icon
Medtronic
MDT
+$530K

Sector Composition

1 Technology 17.09%
2 Healthcare 16.24%
3 Industrials 12.12%
4 Consumer Staples 11.51%
5 Financials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.42%
98,861
-22,415
27
$2.84M 1.4%
59,672
-121
28
$2.84M 1.4%
98,835
-6,288
29
$2.66M 1.31%
144,467
-8,236
30
$2.62M 1.29%
28,388
+19,240
31
$2.54M 1.25%
61,395
-40
32
$2.43M 1.2%
65,741
+889
33
$2.42M 1.2%
38,976
-870
34
$2.35M 1.16%
16,525
-854
35
$2.27M 1.12%
63,570
+14,114
36
$2.21M 1.09%
45,342
-182
37
$2.1M 1.04%
60,143
+1,465
38
$2.05M 1.01%
74,242
+2,340
39
$2.02M 1%
38,825
-1,165
40
$2.02M 1%
38,722
-319
41
$2M 0.98%
22,310
-7,369
42
$1.95M 0.96%
35,088
+1,390
43
$1.92M 0.95%
21,326
+2,554
44
$1.91M 0.94%
19,857
-2,153
45
$1.9M 0.94%
37,909
-538
46
$1.87M 0.92%
+10,936
47
$1.85M 0.91%
73,972
-4,811
48
$1.7M 0.84%
17,658
49
$1.65M 0.82%
40,167
-1,475
50
$1.61M 0.8%
57,144
+5,691
1
2
3 4 5