CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+4.48%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$257M
AUM Growth
+$19.6M
(+8.3%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
4.35%
Top 10 Holdings %
Top 10 Hldgs %
32.04%
Holding
400
New
30
Increased
28
Reduced
95
Closed
14
Top Buys
| 1 |
American Water Works
AWK
|
$4.41M |
| 2 |
Healthpeak Properties
DOC
|
$3.45M |
| 3 |
Premier
PINC
|
$2.6M |
| 4 |
AGCO
AGCO
|
$1.85M |
| 5 |
McCormick & Company Non-Voting
MKC
|
$1.79M |
Top Sells
| 1 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$5.77M |
| 2 |
Sprouts Farmers Market
SFM
|
$1.12M |
| 3 |
Organon & Co
OGN
|
$710K |
| 4 |
Novo Nordisk
NVO
|
$495K |
| 5 |
Takeda Pharmaceutical
TAK
|
$404K |
Sector Composition
| 1 | Healthcare | 23.3% |
| 2 | Technology | 20.44% |
| 3 | Consumer Staples | 16.31% |
| 4 | Financials | 8.36% |
| 5 | Industrials | 7.52% |
