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
126
$178K 0.07%
808
127
$175K 0.07%
8,066
128
$174K 0.07%
976
129
$174K 0.07%
1,570
130
$174K 0.07%
500
131
$174K 0.07%
8,564
-6,683
132
$170K 0.07%
3,000
133
$170K 0.07%
397
134
$168K 0.07%
+11,500
135
$164K 0.07%
4,896
136
$161K 0.07%
570
+1
137
$161K 0.07%
3,220
-1,370
138
$158K 0.07%
1,436
139
$155K 0.06%
1,094
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140
$155K 0.06%
1,727
141
$154K 0.06%
9,654
-2,400
142
$152K 0.06%
1,549
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143
$151K 0.06%
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144
$148K 0.06%
2,145
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145
$148K 0.06%
1,765
146
$146K 0.06%
4,864
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147
$144K 0.06%
3,400
148
$140K 0.06%
1,849
149
$139K 0.06%
882
150
$136K 0.06%
835
4 5
6
7 8