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
$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
1
$16.3M 6.73%
84,243
-1,808
2
$9.29M 3.83%
178,302
-1,732
3
$8.55M 3.52%
544,042
+1,700
4
$7.32M 3.01%
205,365
+7,205
5
$7.06M 2.91%
747,198
+143,300
6
$6.72M 2.77%
480,243
+20,673
7
$6.63M 2.73%
180,372
-10,228
8
$6.6M 2.72%
339,371
-4,530
9
$6.47M 2.67%
200,702
-90
10
$5.87M 2.42%
335,251
+19,658
11
$5.72M 2.36%
228,954
+40,402
12
$5.57M 2.3%
267,787
+55,892
13
$5.32M 2.19%
264,498
+45,001
14
$4.87M 2.01%
69,444
-1,410
15
$4.62M 1.9%
95,053
+54,932
16
$4.62M 1.9%
13,565
+120
17
$3.93M 1.62%
944,395
+714,975
18
$3.89M 1.6%
23,523
-667
19
$3.83M 1.58%
112,559
+39,196
20
$3.71M 1.53%
103,352
-813
21
$3.53M 1.46%
68,294
-737
22
$3.37M 1.39%
15,329
-712
23
$3.26M 1.34%
173,060
+54,043
24
$3.25M 1.34%
42,397
-3,265
25
$3.1M 1.28%
38,362
-1,610
1
2 3 4 5