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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.22%
20,429
-177
27
$2.68M 1.19%
31,263
+560
28
$2.42M 1.07%
38,512
-3,885
29
$2.41M 1.07%
140,504
+25,590
30
$2.32M 1.03%
3,830
-60
31
$2.16M 0.96%
76,514
+11,950
32
$2.12M 0.94%
7,469
-530
33
$2.04M 0.9%
8,617
+833
34
$2.01M 0.89%
32,443
-430
35
$2.01M 0.89%
3,713
36
$1.95M 0.86%
16,645
-100
37
$1.92M 0.85%
11,785
+828
38
$1.88M 0.83%
15,326
-50
39
$1.85M 0.82%
26,875
-4,419
40
$1.78M 0.79%
6,818
-500
41
$1.75M 0.78%
11,557
-185
42
$1.68M 0.74%
9,235
-664
43
$1.48M 0.66%
3,006
+49
44
$1.46M 0.65%
11,932
-96
45
$1.41M 0.63%
10,035
-186
46
$1.37M 0.61%
60,769
-8,118
47
$1.32M 0.59%
5,078
-100
48
$1.28M 0.57%
12,407
+1,165
49
$1.28M 0.57%
3,670
-112
50
$1.25M 0.55%
4,195
-88
1
2
3 4 5