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
$187M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.81M
3
+$1.35M
4
CTWS
Connecticut Water Service Inc
CTWS
+$781K
5
AAPL icon
Apple
AAPL
+$610K

Top Sells

1
+$7.62M
2
+$2.65M
3
+$1.96M
4
CAJ
Canon, Inc.
CAJ
+$1.71M
5
MMM icon
3M
MMM
+$1.46M

Sector Composition

1 Industrials 19.29%
2 Technology 16.65%
3 Healthcare 14.91%
4 Consumer Staples 13.4%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.81%
52,191
-214
52
$1.43M 0.77%
51,272
53
$1.4M 0.75%
12,240
54
$1.37M 0.73%
52,539
-4,700
55
$1.35M 0.72%
53,819
+23,990
56
$1.33M 0.71%
11,934
-202
57
$1.29M 0.69%
43,618
+16,265
58
$1.22M 0.65%
21,211
59
$1.2M 0.64%
11,827
60
$1.12M 0.6%
11,519
61
$1.11M 0.6%
29,721
-150
62
$1.09M 0.58%
9,990
63
$1.06M 0.57%
17,721
-100
64
$1.04M 0.56%
28,816
-75
65
$974K 0.52%
27,865
+13,325
66
$968K 0.52%
13,783
67
$929K 0.5%
23,180
+3,905
68
$902K 0.48%
28,183
-53,296
69
$898K 0.48%
8,547
-25
70
$864K 0.46%
18,425
+1,000
71
$858K 0.46%
80,550
72
$692K 0.37%
8,343
-12,017
73
$657K 0.35%
7,980
74
$630K 0.34%
32,091
-10,180
75
$624K 0.33%
51,722
-1,260
1 2
3
4 5