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
126
$198K 0.08%
952
-100
127
$197K 0.08%
500
128
$195K 0.08%
1,552
129
$195K 0.08%
1,000
-100
130
$188K 0.07%
859
131
$180K 0.07%
876
-50
132
$179K 0.07%
715
133
$178K 0.07%
1,466
-200
134
$176K 0.07%
4,896
135
$172K 0.07%
8,892
+3,785
136
$165K 0.06%
1,015
137
$163K 0.06%
1,670
-79
138
$160K 0.06%
751
139
$155K 0.06%
1,727
140
$154K 0.06%
1,765
141
$151K 0.06%
542
142
$151K 0.06%
1,890
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143
$150K 0.06%
650
144
$145K 0.06%
8,254
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145
$142K 0.06%
1,849
146
$141K 0.06%
4,470
147
$140K 0.05%
550
148
$140K 0.05%
1,234
149
$139K 0.05%
404
-100
150
$139K 0.05%
461
4 5
6
7 8