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
$257M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.45M
3
+$2.6M
4
AGCO icon
AGCO
AGCO
+$1.85M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.79M

Top Sells

1
+$5.77M
2
+$1.12M
3
+$710K
4
NVO icon
Novo Nordisk
NVO
+$495K
5
TAK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96.7K 0.04%
3,200
177
$96.1K 0.04%
6,653
178
$94.9K 0.04%
441
-225
179
$94.7K 0.04%
1,000
+500
180
$94.3K 0.04%
680
181
$92.3K 0.04%
3,593
182
$92.1K 0.04%
365
-16
183
$89.8K 0.03%
245
184
$88.4K 0.03%
800
185
$88.3K 0.03%
685
-245
186
$86.8K 0.03%
6,428
187
$86.8K 0.03%
4,000
188
$86.5K 0.03%
85
189
$85.8K 0.03%
153
190
$81.2K 0.03%
2,095
191
$81.2K 0.03%
300
192
$80K 0.03%
2,410
-50
193
$78.8K 0.03%
1,200
194
$75.7K 0.03%
755
195
$75.5K 0.03%
1,300
196
$75.4K 0.03%
2,745
197
$75K 0.03%
443
198
$74.7K 0.03%
1,200
199
$74.2K 0.03%
522
200
$72.8K 0.03%
75
6 7
8
9 10