CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+5.42%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$261M
AUM Growth
+$261M
(+3.6%)
Cap. Flow
-$6.29M
Cap. Flow
% of AUM
-2.41%
Top 10 Holdings %
Top 10 Hldgs %
26.98%
Holding
373
New
32
Increased
49
Reduced
89
Closed
21
Top Buys
| 1 |
Alcon
ALC
|
$1.61M |
| 2 |
LTC
LTC Properties
LTC
|
$1.57M |
| 3 |
Telus
TU
|
$743K |
| 4 |
Ameresco
AMRC
|
$565K |
| 5 |
UN
Unilever NV New York Registry Shares
UN
|
$409K |
Top Sells
| 1 |
CTWS
Connecticut Water Service Inc
CTWS
|
$2.64M |
| 2 |
CVS Health
CVS
|
$2.33M |
| 3 |
Hain Celestial
HAIN
|
$1.25M |
| 4 |
Mid-America Apartment Communities
MAA
|
$1.19M |
| 5 |
Apple
AAPL
|
$778K |
Sector Composition
| 1 | Healthcare | 23.14% |
| 2 | Financials | 13.51% |
| 3 | Consumer Staples | 12.45% |
| 4 | Technology | 11.93% |
| 5 | Real Estate | 9.55% |
