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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.3%
57,672
27
$2.89M 1.26%
16,489
+181
28
$2.75M 1.19%
16,488
+183
29
$2.71M 1.18%
51,926
-6,767
30
$2.69M 1.17%
45,213
+58
31
$2.65M 1.15%
29,754
+16,442
32
$2.62M 1.14%
+44,222
33
$2.58M 1.12%
91,088
-3,218
34
$2.52M 1.09%
79,071
-1,785
35
$2.33M 1.01%
21,343
+70
36
$2.28M 0.99%
84,204
-29,725
37
$2.26M 0.98%
37,831
+1,095
38
$2.24M 0.97%
107,656
+41,004
39
$2.2M 0.96%
29,406
-500
40
$2.18M 0.95%
37,837
+110
41
$2.07M 0.9%
14,965
+888
42
$1.96M 0.85%
55,153
-1,125
43
$1.89M 0.82%
29,215
-2,125
44
$1.89M 0.82%
17,392
+134
45
$1.87M 0.81%
26,675
-250
46
$1.83M 0.8%
56,602
-1,915
47
$1.75M 0.76%
54,617
+285
48
$1.66M 0.72%
10,929
49
$1.62M 0.7%
56,670
-950
50
$1.61M 0.7%
40,140
+120
1
2
3 4 5