CYG
Clean Yield Group Portfolio holdings
AUM
$354M
1-Year Est. Return
15.47%
1 Year Est. Return
+15.47%
AUM
$354M
AUM Growth
+$19.5M
(+5.8%)
Holding
434
Top Buys
| 1 | +$4.63M | |
| 2 | +$1.69M | |
| 3 | +$721K | |
| 4 |
Salesforce
CRM
|
+$453K |
| 5 |
lululemon athletica
LULU
|
+$339K |
Top Sells
| 1 | +$1.4M | |
| 2 | +$501K | |
| 3 | +$329K | |
| 4 |
Vodafone
VOD
|
+$249K |
| 5 |
ANSS
Ansys
ANSS
|
+$233K |
Sector Composition
| 1 | Technology | 38.01% |
| 2 | Healthcare | 14.23% |
| 3 | Industrials | 9.54% |
| 4 | Consumer Staples | 9.29% |
| 5 | Financials | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.18T
| $26.2M | 7.42% |
103,090
+442
|
|
||
2
NVIDIA
NVDA
$4.37T
| $16.9M | 4.77% |
90,460
-1,245
|
|
||
3
Broadcom
AVGO
$1.82T
| $13.9M | 3.94% |
42,200
-1,518
|
|
||
4
American Water Works
AWK
$25.6B
| $8.62M | 2.44% |
61,934
-1,464
|
|
||
5
ASML
ASML
$422B
| $8.4M | 2.37% |
8,676
-15
|
|
||
6
Unilever
UL
$148B
| $8M | 2.26% |
134,958
-2,034
|
|
||
7
Cisco
CSCO
$300B
| $7.92M | 2.24% |
115,734
-1,979
|
|
||
8
Sprouts Farmers Market
SFM
$8.36B
| $7.77M | 2.2% |
71,410
-1,481
|
|
||
9
Arista Networks
ANET
$161B
| $7.72M | 2.18% |
52,975
-474
|
|
||
10
GSK
GSK
$95.3B
| $7.07M | 2% |
163,792
-3,596
|
|
||
11
Microsoft
MSFT
$3.62T
| $6.71M | 1.9% |
12,961
-53
|
|
||
12
Veeva Systems
VEEV
$39.5B
| $6.4M | 1.81% |
21,486
-215
|
|
||
13
Prologis
PLD
$120B
| $6.28M | 1.78% |
54,853
+2,578
|
|
||
14
Ferguson
FERG
$50.5B
| $6.06M | 1.71% |
26,987
-309
|
|
||
15
First Solar
FSLR
$28.3B
| $6.04M | 1.71% |
27,402
-843
|
|
||
|
16
Salesforce
CRM
$222B
| $5.97M | 1.69% |
25,202
+1,911
|
|
||
17
Automatic Data Processing
ADP
$103B
| $5.74M | 1.62% |
19,558
-361
|
|
||
18
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.3B
| $5.63M | 1.59% |
183,251
-3,977
|
|
||
19
Stryker
SYK
$142B
| $5.53M | 1.56% |
14,951
+590
|
|
||
20
IBM
IBM
$286B
| $5.35M | 1.51% |
18,972
-557
|
|
||
21
Home Depot
HD
$356B
| $5.21M | 1.47% |
12,861
+268
|
|
||
22
McCormick & Company Non-Voting
MKC
$17.8B
| $5.09M | 1.44% |
76,141
-196
|
|
||
23
Quest Diagnostics
DGX
$20.4B
| $5.08M | 1.44% |
26,657
+111
|
|
||
24
Check Point Software Technologies
CHKP
$20.1B
| $4.97M | 1.41% |
24,044
-256
|
|
||
25
Jack Henry & Associates
JKHY
$12.6B
| $4.82M | 1.36% |
32,351
+585
|
|