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
$233M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.29M
3
+$1.79M
4
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$662K
5
NOMD icon
Nomad Foods
NOMD
+$648K

Top Sells

1
+$2.43M
2
+$2.01M
3
+$1.54M
4
KD icon
Kyndryl
KD
+$1M
5
VOD icon
Vodafone
VOD
+$876K

Sector Composition

1 Healthcare 23.75%
2 Consumer Staples 17.5%
3 Technology 15.94%
4 Real Estate 9.29%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.54%
52,198
+26,398
52
$1.19M 0.51%
61,671
-104,531
53
$1.15M 0.49%
26,314
+370
54
$1.12M 0.48%
2,113
+907
55
$1.03M 0.44%
11,728
+768
56
$1.02M 0.44%
6,464
-180
57
$953K 0.41%
205,495
-79,732
58
$945K 0.41%
6,018
-244
59
$943K 0.41%
11,330
-314
60
$936K 0.4%
9,400
+1,450
61
$900K 0.39%
50,418
-5,000
62
$829K 0.36%
5,127
63
$812K 0.35%
13,385
64
$770K 0.33%
7,011
-26
65
$750K 0.32%
14,640
+628
66
$737K 0.32%
8,810
+830
67
$735K 0.32%
4,140
-188
68
$734K 0.32%
14,521
69
$727K 0.31%
1,900
+100
70
$714K 0.31%
14,950
-376
71
$681K 0.29%
4,121
-2
72
$674K 0.29%
12,379
73
$663K 0.28%
4,427
74
$662K 0.28%
8,409
-491
75
$643K 0.28%
14,295
-1,050
1 2
3
4 5