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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.28%
4,935
+1,014
27
$3.67M 1.2%
29,049
+1,558
28
$3.64M 1.18%
28,446
+1,949
29
$3.61M 1.17%
71,820
+9,338
30
$3.51M 1.14%
64,220
-10,488
31
$3.4M 1.11%
20,504
-1,614
32
$3.32M 1.08%
10,025
+1,662
33
$3.3M 1.07%
352,007
-36,489
34
$3.29M 1.07%
114,320
-5,045
35
$3.27M 1.06%
52,909
+7,263
36
$3.16M 1.03%
18,565
-533
37
$3.08M 1%
10,876
+3,173
38
$2.98M 0.97%
207,723
-8,776
39
$2.8M 0.91%
3,394
-262
40
$2.56M 0.84%
71,011
-5,916
41
$2.3M 0.75%
33,076
-800
42
$2.24M 0.73%
24,010
+5,680
43
$2.21M 0.72%
12,200
+1,184
44
$2.13M 0.69%
8,584
+32
45
$2.1M 0.69%
399,033
-84,248
46
$2.05M 0.67%
67,341
+9,384
47
$2.02M 0.66%
3,286
-183
48
$1.94M 0.63%
16,095
-325
49
$1.93M 0.63%
4,153
+3,751
50
$1.83M 0.6%
3,437
-161
1
2
3 4 5