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
201
$69.7K 0.03%
810
202
$69.3K 0.03%
900
203
$68.9K 0.03%
300
204
$68.2K 0.03%
150
205
$67.5K 0.03%
216
206
$67.2K 0.03%
551
207
$66.9K 0.03%
507
208
$65.9K 0.03%
500
209
$65K 0.03%
700
-285
210
$64.9K 0.03%
502
-98
211
$64.7K 0.03%
1,225
212
$63.1K 0.02%
+207
213
$62.7K 0.02%
7,380
214
$60.5K 0.02%
1,413
-355
215
$59.9K 0.02%
254
216
$59.6K 0.02%
+1,000
217
$59.2K 0.02%
884
218
$58.9K 0.02%
250
219
$58.9K 0.02%
478
-300
220
$57.7K 0.02%
536
+2
221
$57.4K 0.02%
980
222
$56.7K 0.02%
3,200
223
$56.7K 0.02%
524
+54
224
$56.6K 0.02%
133
225
$55.7K 0.02%
610
7 8
9
10 11