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
101
$322K 0.13%
3,402
+1,122
102
$322K 0.13%
935
103
$313K 0.12%
13,000
104
$308K 0.12%
3,468
105
$305K 0.12%
6,695
-400
106
$299K 0.12%
888
-200
107
$296K 0.12%
13,000
-4,000
108
$295K 0.11%
6,800
109
$286K 0.11%
215
110
$284K 0.11%
4,725
111
$279K 0.11%
2,123
-1,835
112
$273K 0.11%
34,672
-150
113
$265K 0.1%
4,600
114
$257K 0.1%
2,460
-50
115
$249K 0.1%
1,060
-200
116
$241K 0.09%
3,000
117
$234K 0.09%
950
-50
118
$233K 0.09%
962
119
$227K 0.09%
4,180
120
$224K 0.09%
835
121
$221K 0.09%
2,100
122
$219K 0.09%
630
123
$213K 0.08%
397
124
$210K 0.08%
725
125
$202K 0.08%
808
3 4
5
6 7