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
151
$139K 0.06%
1,849
152
$139K 0.06%
1,022
-365
153
$137K 0.06%
1,270
154
$132K 0.06%
+2,800
155
$131K 0.06%
1,910
-75
156
$130K 0.06%
1,349
+115
157
$129K 0.06%
745
-50
158
$128K 0.06%
4,470
159
$128K 0.05%
3,091
+243
160
$125K 0.05%
10,971
+99
161
$123K 0.05%
1,638
162
$123K 0.05%
8,066
163
$121K 0.05%
15,110
-38,688
164
$120K 0.05%
2,442
-1,153
165
$115K 0.05%
1,200
-2,300
166
$115K 0.05%
483
167
$113K 0.05%
3,456
168
$111K 0.05%
765
-115
169
$111K 0.05%
3,945
170
$109K 0.05%
1,335
171
$107K 0.05%
1,765
172
$107K 0.05%
1,508
-19
173
$105K 0.04%
600
174
$103K 0.04%
923
175
$103K 0.04%
691
5 6
7
8 9