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
151
$135K 0.06%
1,666
152
$135K 0.06%
4,470
153
$133K 0.05%
1,615
-185
154
$130K 0.05%
1,270
155
$130K 0.05%
1,470
-200
156
$127K 0.05%
6,090
-215
157
$125K 0.05%
550
158
$124K 0.05%
5,434
-48,991
159
$123K 0.05%
666
-200
160
$123K 0.05%
462
161
$120K 0.05%
2,442
162
$120K 0.05%
10,971
163
$119K 0.05%
2,970
-30
164
$115K 0.05%
245
165
$114K 0.05%
4,000
166
$113K 0.05%
650
-163
167
$112K 0.05%
2,259
168
$112K 0.05%
650
169
$112K 0.05%
1,040
+165
170
$112K 0.05%
1,234
171
$108K 0.04%
4,600
+800
172
$106K 0.04%
300
173
$103K 0.04%
3,945
174
$101K 0.04%
1,508
175
$99K 0.04%
451
5 6
7
8 9