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
201
$74.7K 0.03%
2,095
202
$73.8K 0.03%
300
203
$73.8K 0.03%
507
204
$73.6K 0.03%
153
205
$73.4K 0.03%
300
206
$72.4K 0.03%
1,185
207
$71K 0.03%
7,000
208
$70.3K 0.03%
710
209
$70K 0.03%
381
210
$67.7K 0.03%
+4,000
211
$67.6K 0.03%
600
+228
212
$67K 0.03%
85
213
$66.7K 0.03%
522
214
$66.2K 0.03%
300
215
$64.5K 0.03%
810
216
$64.1K 0.03%
160
217
$63.9K 0.03%
1,768
218
$63.2K 0.03%
755
219
$61K 0.03%
1,080
220
$60.6K 0.03%
1,250
221
$60.5K 0.02%
500
222
$60.3K 0.02%
245
223
$60.1K 0.02%
150
224
$57.8K 0.02%
7,000
225
$57.4K 0.02%
400
7 8
9
10 11