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
$307M
AUM Growth
-$7.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.77M
4
MCO icon
Moody's
MCO
+$1.75M
5
JKHY icon
Jack Henry & Associates
JKHY
+$1.74M

Top Sells

1
+$4.27M
2
+$2.45M
3
+$1.7M
4
OGN icon
Organon & Co
OGN
+$1.3M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.09M

Sector Composition

1 Technology 35.65%
2 Healthcare 15.61%
3 Consumer Staples 13.05%
4 Industrials 8.42%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71.3K 0.02%
652
+2
202
$69.9K 0.02%
8,066
203
$69.8K 0.02%
397
-24
204
$69.2K 0.02%
207
205
$68.4K 0.02%
847
206
$66.5K 0.02%
755
207
$64.5K 0.02%
385
-863
208
$62.7K 0.02%
683
209
$62.4K 0.02%
108
+54
210
$62.1K 0.02%
254
211
$60.6K 0.02%
+497
212
$60.6K 0.02%
223
213
$60.5K 0.02%
110
214
$56.5K 0.02%
187
-4
215
$55.6K 0.02%
582
+218
216
$55.5K 0.02%
500
217
$53.6K 0.02%
550
+50
218
$53.6K 0.02%
3,471
219
$53.3K 0.02%
100
220
$53.3K 0.02%
110
221
$52.5K 0.02%
316
222
$51.5K 0.02%
1,750
223
$51.4K 0.02%
1,500
224
$50.6K 0.02%
551
225
$50.6K 0.02%
840
7 8
9
10 11