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
101
$311K 0.13%
215
102
$305K 0.13%
11,534
-221
103
$294K 0.13%
3,156
+90
104
$293K 0.13%
641
-11
105
$273K 0.12%
+12,000
106
$270K 0.12%
1,166
+66
107
$262K 0.11%
7,000
108
$261K 0.11%
14,655
-136,488
109
$260K 0.11%
17,800
-560
110
$260K 0.11%
1,256
-292
111
$248K 0.11%
4,756
+156
112
$248K 0.11%
5,250
+450
113
$244K 0.11%
703
-17
114
$244K 0.1%
6,976
115
$243K 0.1%
1,320
116
$239K 0.1%
4,590
-6,675
117
$238K 0.1%
2,031
118
$236K 0.1%
2,930
-12
119
$236K 0.1%
1,002
-67
120
$233K 0.1%
1,596
121
$230K 0.1%
670
122
$229K 0.1%
1,634
+79
123
$227K 0.1%
12,307
+253
124
$218K 0.09%
1,752
+300
125
$217K 0.09%
1,074
3 4
5
6 7