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
$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
1
$11M 4.73%
84,703
+3,129
2
$9.06M 3.89%
179,899
+1,204
3
$8.28M 3.56%
530,882
+23,754
4
$6.6M 2.83%
187,728
-10,111
5
$6.5M 2.79%
449,402
+43,585
6
$6.41M 2.75%
78,929
-6,221
7
$6.31M 2.71%
194,860
-9,289
8
$5.77M 2.48%
298,734
+13,435
9
$5.45M 2.34%
187,925
+22,852
10
$5.25M 2.25%
209,247
+7,170
11
$5.01M 2.15%
494,597
-86,577
12
$5M 2.15%
186,103
-21,305
13
$4.96M 2.13%
177,758
+87,649
14
$4.53M 1.95%
25,646
-111
15
$4.44M 1.91%
52,897
-2,807
16
$4.38M 1.88%
254,348
+37,600
17
$3.87M 1.66%
16,188
+12
18
$3.57M 1.53%
110,449
-2,277
19
$3.55M 1.52%
12,857
-325
20
$3.35M 1.44%
70,234
-103
21
$3.27M 1.4%
23,211
-419
22
$3.22M 1.38%
13,444
+422
23
$3.21M 1.38%
40,784
-2,108
24
$3.2M 1.38%
21,137
+354
25
$3.03M 1.3%
36,529
-515
1
2 3 4 5