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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.27%
23,110
-83
27
$3.05M 1.26%
20,084
-879
28
$2.87M 1.18%
32,873
-780
29
$2.86M 1.18%
30,703
+5,020
30
$2.59M 1.07%
20,606
+415
31
$2.41M 0.99%
31,294
-5,020
32
$2.23M 0.92%
11,742
-2,273
33
$2.16M 0.89%
15,376
-95
34
$2.11M 0.87%
9,899
-2,628
35
$2.03M 0.84%
10,957
-60
36
$2.03M 0.84%
16,745
37
$2M 0.82%
64,564
-491
38
$1.95M 0.8%
7,784
-402
39
$1.93M 0.8%
7,318
-358
40
$1.85M 0.76%
114,914
+31,875
41
$1.82M 0.75%
3,890
42
$1.78M 0.73%
7,999
-632
43
$1.72M 0.71%
12,028
44
$1.7M 0.7%
3,713
-165
45
$1.6M 0.66%
68,887
-1,459
46
$1.58M 0.65%
5,178
-360
47
$1.54M 0.64%
2,957
-120
48
$1.33M 0.55%
4,283
-75
49
$1.3M 0.53%
11,242
-300
50
$1.29M 0.53%
3,782
1
2
3 4 5