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
201
$74.4K 0.03%
300
202
$73.6K 0.03%
585
-171
203
$70.4K 0.03%
710
+85
204
$70K 0.03%
1,500
205
$69.5K 0.03%
300
206
$67.3K 0.03%
2,100
207
$67.1K 0.03%
2,190
-2,108
208
$66.3K 0.03%
1,185
-1,000
209
$66.1K 0.03%
153
210
$64.6K 0.03%
507
211
$64.4K 0.03%
408
+25
212
$64.1K 0.03%
825
+27
213
$61.9K 0.03%
1,278
-84
214
$61.1K 0.03%
461
+5
215
$60.3K 0.03%
7,000
216
$60.2K 0.03%
150
217
$59.4K 0.03%
500
218
$58.7K 0.03%
245
219
$58.5K 0.03%
+503
220
$57.1K 0.02%
2,040
-3,610
221
$56.6K 0.02%
400
222
$55.9K 0.02%
1,948
-239
223
$55.7K 0.02%
+2,657
224
$55.3K 0.02%
659
225
$54.8K 0.02%
520
+4
7 8
9
10 11