CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.45M
3
+$2.6M
4
AGCO icon
AGCO
AGCO
+$1.85M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.79M

Top Sells

1
+$5.77M
2
+$1.12M
3
+$710K
4
NVO icon
Novo Nordisk
NVO
+$495K
5
TAK icon
Takeda Pharmaceutical
TAK
+$404K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.27%
918,980
+32,215
27
$3.19M 1.24%
225,110
+15,105
28
$3.1M 1.21%
19,121
-911
29
$3.1M 1.21%
92,421
+11,672
30
$2.83M 1.1%
3,633
-110
31
$2.79M 1.09%
148,598
-37,760
32
$2.6M 1.01%
+117,655
33
$2.54M 0.99%
19,109
+3,308
34
$2.5M 0.97%
35,773
-2,564
35
$2.32M 0.9%
3,567
-100
36
$2.31M 0.9%
8,592
37
$2.26M 0.88%
31,714
-34
38
$2.18M 0.85%
24,164
-1,860
39
$2.02M 0.78%
11,525
-260
40
$2.02M 0.78%
16,585
-50
41
$2M 0.78%
7,044
-305
42
$1.85M 0.72%
+15,029
43
$1.75M 0.68%
4,888
-190
44
$1.68M 0.65%
6,781
-15
45
$1.66M 0.65%
2,854
-50
46
$1.62M 0.63%
17,950
+150
47
$1.6M 0.62%
12,125
-100
48
$1.54M 0.6%
4,024
-25
49
$1.5M 0.58%
3,575
-10
50
$1.5M 0.58%
3,603
+1,420
1
2
3 4 5