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
176
$103K 0.04%
1,666
177
$101K 0.04%
6,750
-4,252
178
$98.4K 0.04%
1,425
179
$95.5K 0.04%
3,000
-2,105
180
$93.2K 0.04%
2,259
181
$92.5K 0.04%
6,653
+45
182
$91.2K 0.04%
504
183
$88.3K 0.04%
965
+165
184
$88K 0.04%
3,594
+24
185
$87.5K 0.04%
6,428
+38
186
$87.1K 0.04%
680
187
$86.6K 0.04%
300
-11
188
$86K 0.04%
3,200
189
$85.7K 0.04%
633
190
$85K 0.04%
451
+332
191
$84.9K 0.04%
810
192
$84.6K 0.04%
1,200
193
$83.4K 0.04%
300
194
$80.8K 0.03%
8,000
195
$80.3K 0.03%
3,100
+1,600
196
$75.7K 0.03%
800
197
$75.2K 0.03%
362
-16
198
$75.1K 0.03%
616
-56
199
$74.7K 0.03%
2,095
-1,000
200
$74.7K 0.03%
6,715
-90,082
6 7
8
9 10