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
$243M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.67M
3
+$1.35M
4
WLY icon
John Wiley & Sons Class A
WLY
+$1.33M
5
OGN icon
Organon & Co
OGN
+$1.16M

Top Sells

1
+$1.12M
2
+$560K
3
+$432K
4
CL icon
Colgate-Palmolive
CL
+$387K
5
SFM icon
Sprouts Farmers Market
SFM
+$376K

Sector Composition

1 Healthcare 23.37%
2 Technology 19.16%
3 Consumer Staples 16.25%
4 Real Estate 8.66%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.5%
10,221
-734
52
$1.02M 0.42%
42,420
-8,400
53
$996K 0.41%
2,073
54
$908K 0.37%
6,152
-50
55
$854K 0.35%
8,300
+2,000
56
$850K 0.35%
3,825
57
$821K 0.34%
24,836
-178
58
$798K 0.33%
1,800
59
$770K 0.32%
11,644
-150
60
$769K 0.32%
14,521
61
$757K 0.31%
2,283
62
$753K 0.31%
17,800
63
$742K 0.31%
4,888
64
$726K 0.3%
6,661
-100
65
$665K 0.27%
12,885
-500
66
$654K 0.27%
8,810
67
$650K 0.27%
8,060
-101
68
$635K 0.26%
4,716
-100
69
$621K 0.26%
14,035
70
$602K 0.25%
3,343
-400
71
$597K 0.25%
14,950
72
$580K 0.24%
10,240
-940
73
$546K 0.22%
3,132
74
$532K 0.22%
4,427
75
$525K 0.22%
8,250
1 2
3
4 5