CYG

Clean Yield Group Portfolio holdings

AUM $334M
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.46M
3
+$1.33M
4
SNY icon
Sanofi
SNY
+$946K
5
NVO icon
Novo Nordisk
NVO
+$853K

Top Sells

1
+$5.07M
2
+$3.97M
3
+$956K
4
STJ
St Jude Medical
STJ
+$854K
5
EXAC
Exactech Inc
EXAC
+$803K

Sector Composition

1 Healthcare 18.01%
2 Technology 16.76%
3 Consumer Staples 11.76%
4 Industrials 11.61%
5 Financials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.21M 4%
325,896
-1,720
2
$7.2M 3.13%
226,843
+1,955
3
$6.84M 2.97%
57,916
+317
4
$6.11M 2.66%
86,540
-1,225
5
$5.79M 2.52%
115,874
-4,020
6
$5.32M 2.31%
103,093
-8,429
7
$5.09M 2.21%
50,712
-443
8
$5.07M 2.2%
57,510
-50
9
$4.9M 2.13%
108,188
+4,545
10
$4.77M 2.07%
204,196
-1,221
11
$4.55M 1.98%
91,423
-12,485
12
$4.47M 1.94%
37,329
-50
13
$4.09M 1.78%
88,715
+1,873
14
$4.03M 1.75%
44,947
+5,997
15
$3.97M 1.73%
99,207
+5,002
16
$3.85M 1.67%
74,746
-1,190
17
$3.81M 1.66%
94,407
-5,275
18
$3.73M 1.62%
226,246
-5,360
19
$3.69M 1.6%
25,031
-120
20
$3.57M 1.55%
145,833
+1,072
21
$3.44M 1.5%
43,523
+598
22
$3.38M 1.47%
30,770
23
$3.36M 1.46%
24,780
24
$3.23M 1.41%
19,394
-165
25
$3.17M 1.38%
126,485
-2,725
1
2 3 4 5