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
76
$532K 0.21%
4,580
-268
77
$514K 0.2%
2,948
-15
78
$507K 0.2%
11,344
-300
79
$501K 0.19%
13,520
80
$497K 0.19%
1,120
-100
81
$486K 0.19%
5,657
82
$477K 0.19%
3,883
83
$460K 0.18%
2,598
84
$424K 0.17%
10,111
85
$418K 0.16%
15,054
-200
86
$417K 0.16%
5,135
87
$403K 0.16%
9,129
88
$400K 0.16%
5,900
89
$398K 0.15%
1,561
90
$384K 0.15%
1,362
91
$377K 0.15%
2,898
-438
92
$371K 0.14%
7,075
-150
93
$368K 0.14%
2,354
94
$364K 0.14%
5,943
-300
95
$357K 0.14%
983
96
$356K 0.14%
1,975
97
$351K 0.14%
2,267
98
$344K 0.13%
1,718
-360
99
$339K 0.13%
1,596
100
$323K 0.13%
441
-60
2 3
4
5 6