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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.24%
69,400
-2,060
27
$2.89M 1.24%
42,742
-790
28
$2.82M 1.21%
18,799
-2,716
29
$2.81M 1.21%
10,716
-601
30
$2.73M 1.17%
21,614
-229
31
$2.4M 1.03%
15,322
+77
32
$2.3M 0.99%
90,752
+90,696
33
$2.16M 0.93%
8,496
-25
34
$2.08M 0.9%
52,042
+44,592
35
$2M 0.86%
11,086
+99
36
$1.89M 0.81%
8,599
-115
37
$1.83M 0.79%
12,028
+80
38
$1.8M 0.78%
3,277
-12
39
$1.77M 0.76%
17,070
40
$1.77M 0.76%
76,733
-5,450
41
$1.65M 0.71%
4,228
-221
42
$1.62M 0.69%
16,069
+55
43
$1.51M 0.65%
65,891
+170
44
$1.51M 0.65%
26,407
-165
45
$1.45M 0.62%
3,954
+50
46
$1.43M 0.61%
4,619
+2,060
47
$1.37M 0.59%
4,323
+30
48
$1.36M 0.59%
84,237
-40,198
49
$1.35M 0.58%
5,538
+54
50
$1.32M 0.57%
11,903
+450
1
2
3 4 5