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
$226M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$601K
3
+$498K
4
AMAL icon
Amalgamated Financial
AMAL
+$438K
5
CAC icon
Camden National
CAC
+$337K

Top Sells

1
+$3.44M
2
+$927K
3
+$351K
4
CL icon
Colgate-Palmolive
CL
+$304K
5
GIS icon
General Mills
GIS
+$244K

Sector Composition

1 Healthcare 24.34%
2 Technology 20.3%
3 Consumer Staples 15.51%
4 Real Estate 8.47%
5 Communication Services 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 6.94%
87,015
+2,772
2
$8.54M 3.79%
176,697
-1,605
3
$8.17M 3.62%
533,157
-10,885
4
$7.8M 3.46%
207,739
+2,374
5
$7.36M 3.26%
760,428
+13,230
6
$6.92M 3.07%
159,049
-21,323
7
$5.79M 2.56%
342,961
+3,590
8
$5.67M 2.51%
479,831
-412
9
$5.06M 2.24%
343,666
+8,415
10
$4.93M 2.19%
286,450
+18,663
11
$4.86M 2.16%
79,237
+9,793
12
$4.82M 2.14%
208,447
+7,745
13
$4.81M 2.13%
265,202
+704
14
$4.58M 2.03%
13,777
+212
15
$4.03M 1.79%
40,762
+2,400
16
$3.82M 1.69%
227,308
-1,646
17
$3.81M 1.69%
15,279
-50
18
$3.7M 1.64%
104,349
+9,296
19
$3.67M 1.63%
23,523
20
$3.63M 1.61%
67,644
-650
21
$3.62M 1.6%
240,115
+67,055
22
$3.6M 1.6%
101,848
-1,504
23
$3.34M 1.48%
934,735
-9,660
24
$3.21M 1.42%
22,418
-692
25
$2.89M 1.28%
20,212
+128
1
2 3 4 5