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
76
$570K 0.25%
5,060
77
$554K 0.24%
14,060
+234
78
$551K 0.24%
4,998
+401
79
$536K 0.23%
2,283
+138
80
$535K 0.23%
5,338
-95
81
$500K 0.22%
6,957
82
$474K 0.2%
5,346
+146
83
$464K 0.2%
8,250
-150
84
$463K 0.2%
3,132
-35
85
$449K 0.19%
3,883
86
$428K 0.18%
11,080
-39,773
87
$408K 0.18%
5,335
+110
88
$408K 0.18%
4,694
+279
89
$404K 0.17%
8,865
90
$403K 0.17%
2,354
91
$402K 0.17%
6,325
+614
92
$400K 0.17%
2,686
-27
93
$400K 0.17%
5,900
94
$393K 0.17%
2,267
-388
95
$373K 0.16%
1,416
+216
96
$356K 0.15%
1,156
+19
97
$352K 0.15%
1,063
98
$322K 0.14%
1,617
-75
99
$317K 0.14%
4,408
+482
100
$317K 0.14%
2,361
+644
2 3
4
5 6