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
76
$525K 0.22%
4,340
-486
77
$515K 0.21%
22,500
-4,500
78
$513K 0.21%
41,002
-3,228
79
$508K 0.21%
4,735
-5
80
$465K 0.19%
12,682
-238
81
$465K 0.19%
6,657
82
$448K 0.18%
3,653
-226
83
$439K 0.18%
11,817
-882
84
$434K 0.18%
3,883
85
$422K 0.17%
5,900
86
$406K 0.17%
1,362
-3
87
$396K 0.16%
5,335
88
$394K 0.16%
2,354
89
$388K 0.16%
4,349
-345
90
$384K 0.16%
2,267
91
$376K 0.15%
6,243
92
$364K 0.15%
7,915
-550
93
$359K 0.15%
1,591
94
$354K 0.15%
2,686
95
$324K 0.13%
2,225
96
$312K 0.13%
580
-5
97
$311K 0.13%
3,543
-170
98
$305K 0.13%
9,129
-164
99
$293K 0.12%
1,596
100
$292K 0.12%
2,910
2 3
4
5 6