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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.56%
4,600
52
$1.68M 0.55%
5,399
-609
53
$1.66M 0.54%
11,039
-90
54
$1.65M 0.54%
2,953
55
$1.63M 0.53%
17,438
-3,287
56
$1.56M 0.51%
14,190
-281
57
$1.55M 0.51%
4,239
-70
58
$1.4M 0.46%
9,033
-620
59
$1.37M 0.45%
2,756
-32
60
$1.36M 0.44%
112,746
+6,718
61
$1.35M 0.44%
5,903
-113
62
$1.25M 0.41%
20,841
-8,289
63
$1.02M 0.33%
35,846
-150,568
64
$991K 0.32%
11,037
-457
65
$953K 0.31%
38,214
+2,823
66
$952K 0.31%
22,548
-1,000
67
$952K 0.31%
39,561
-2,650
68
$936K 0.3%
4,465
-51
69
$914K 0.3%
13,915
70
$887K 0.29%
5,675
-159
71
$867K 0.28%
1,656
-178
72
$851K 0.28%
8,910
73
$836K 0.27%
6,300
-85
74
$833K 0.27%
3,095
75
$757K 0.25%
9,673
-200
1 2
3
4 5