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
176
$98.3K 0.04%
3,200
177
$97.4K 0.04%
461
178
$95.9K 0.04%
6,653
179
$95.7K 0.04%
2,243
180
$94.4K 0.04%
1,248
-325
181
$94.2K 0.04%
680
182
$93.6K 0.04%
500
-100
183
$93.5K 0.04%
633
184
$92.7K 0.04%
5,640
-3,535
185
$91K 0.04%
500
186
$90.6K 0.04%
3,456
187
$89.8K 0.04%
3,593
188
$88.6K 0.04%
965
189
$88.3K 0.04%
6,428
190
$86.8K 0.04%
585
191
$86.6K 0.04%
504
192
$86.1K 0.04%
1,500
193
$83.4K 0.03%
1,946
-244
194
$82K 0.03%
5,350
195
$81.2K 0.03%
342
-20
196
$79.7K 0.03%
800
197
$78.8K 0.03%
970
+18
198
$78.5K 0.03%
1,200
199
$77.8K 0.03%
1,400
200
$75.8K 0.03%
9,045
-3,440
6 7
8
9 10