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
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.69%
46,152
-4,685
52
$1.54M 0.67%
13,207
-100
53
$1.49M 0.65%
37,826
+20,435
54
$1.46M 0.64%
21,822
+19,860
55
$1.43M 0.62%
23,790
-10,640
56
$1.4M 0.61%
101,115
-250
57
$1.37M 0.59%
16,755
-322
58
$1.33M 0.58%
11,491
59
$1.29M 0.56%
28,010
-4,955
60
$1.2M 0.52%
37,330
-1,300
61
$1.19M 0.52%
14,942
-10,702
62
$1.15M 0.5%
23,448
-400
63
$1.1M 0.48%
31,272
-2,660
64
$1.09M 0.48%
28,160
+100
65
$1.01M 0.44%
7,849
+85
66
$958K 0.42%
18,142
+142
67
$946K 0.41%
+24,761
68
$902K 0.39%
81,045
-4,000
69
$887K 0.39%
29,096
70
$884K 0.38%
14,095
-100
71
$873K 0.38%
27,650
-1,600
72
$870K 0.38%
26,950
-625
73
$847K 0.37%
5,328
74
$830K 0.36%
7,704
75
$805K 0.35%
4,155
-147
1 2
3
4 5