CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+4.23%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$237M
AUM Growth
+$237M
(+7.1%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
26.28%
Holding
303
New
176
Increased
40
Reduced
64
Closed
3
Top Buys
| 1 |
Vodafone
VOD
|
$4.25M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$1.87M |
| 3 |
Bar Harbor Bankshares
BHB
|
$1.54M |
| 4 |
Procter & Gamble
PG
|
$902K |
| 5 |
LSI
Life Storage, Inc.
LSI
|
$766K |
Top Sells
| 1 |
STJ
St Jude Medical
STJ
|
$1.18M |
| 2 |
CTWS
Connecticut Water Service Inc
CTWS
|
$1.12M |
| 3 |
Camden National
CAC
|
$1.01M |
| 4 |
Texas Instruments
TXN
|
$813K |
| 5 |
CLC
Clarcor
CLC
|
$773K |
Sector Composition
| 1 | Healthcare | 18.52% |
| 2 | Technology | 17.3% |
| 3 | Consumer Staples | 11.19% |
| 4 | Financials | 10.9% |
| 5 | Industrials | 10.86% |
