CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.45M
3
+$2.6M
4
AGCO icon
AGCO
AGCO
+$1.85M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.79M

Top Sells

1
+$5.77M
2
+$1.12M
3
+$710K
4
NVO icon
Novo Nordisk
NVO
+$495K
5
TAK icon
Takeda Pharmaceutical
TAK
+$404K

Sector Composition

1 Healthcare 23.3%
2 Technology 20.44%
3 Consumer Staples 16.31%
4 Financials 8.36%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.57%
9,640
52
$1.35M 0.53%
17,380
+805
53
$1.29M 0.5%
7,419
-170
54
$1.26M 0.49%
52,971
-2,165
55
$1.19M 0.46%
2,280
-20
56
$1.16M 0.45%
7,802
+6,781
57
$1.12M 0.44%
3,410
-415
58
$1.1M 0.43%
24,548
59
$1.01M 0.39%
2,045
60
$930K 0.36%
14,452
61
$918K 0.36%
6,304
+4,348
62
$853K 0.33%
4,686
-30
63
$851K 0.33%
5,589
64
$756K 0.29%
6,648
65
$722K 0.28%
13,785
-100
66
$721K 0.28%
5,730
67
$712K 0.28%
9,840
-400
68
$690K 0.27%
3,032
-100
69
$647K 0.25%
5,289
-60
70
$644K 0.25%
4,427
71
$621K 0.24%
8,250
72
$582K 0.23%
9,110
73
$567K 0.22%
1,178
74
$557K 0.22%
11,985
-900
75
$546K 0.21%
3,901
1 2
3
4 5