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
126
$216K 0.09%
9,805
-18,500
127
$201K 0.09%
+938
128
$197K 0.08%
1,975
+15
129
$197K 0.08%
1,131
+10
130
$192K 0.08%
720
131
$190K 0.08%
1,208
+416
132
$185K 0.08%
1,120
-60
133
$185K 0.08%
869
+66
134
$185K 0.08%
908
135
$176K 0.08%
3,630
-11,652
136
$171K 0.07%
953
+110
137
$170K 0.07%
+1,570
138
$169K 0.07%
900
139
$168K 0.07%
2,005
-295
140
$166K 0.07%
976
-120
141
$165K 0.07%
1,634
142
$164K 0.07%
2,250
143
$160K 0.07%
662
144
$160K 0.07%
1,952
145
$157K 0.07%
1,670
146
$152K 0.07%
4,896
147
$150K 0.06%
3,000
148
$149K 0.06%
2,127
149
$149K 0.06%
397
150
$139K 0.06%
566
4 5
6
7 8