CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1 +$5.24M
2 +$3.86M
3 +$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1 +$2.46M
2 +$1.08M
3 +$854K
4
AAPL icon
Apple
AAPL
+$800K
5
HTO
H2O America
HTO
+$562K

Sector Composition

1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CGNX icon
251
Cognex
CGNX
$6.16B
$32.7K 0.01%
1,030
-156
HMN icon
252
Horace Mann Educators
HMN
$1.89B
$32.7K 0.01%
760
TSLA icon
253
Tesla
TSLA
$1.34T
$32.4K 0.01%
102
DBEF icon
254
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.4B
$32.3K 0.01%
+738
WSM icon
255
Williams-Sonoma
WSM
$22.2B
$31.4K 0.01%
192
IFF icon
256
International Flavors & Fragrances
IFF
$16.9B
$30.2K 0.01%
410
-17
AMAT icon
257
Applied Materials
AMAT
$180B
$29.5K 0.01%
161
ISRG icon
258
Intuitive Surgical
ISRG
$195B
$29.3K 0.01%
54
-27
FAST icon
259
Fastenal
FAST
$46.4B
$29.2K 0.01%
696
MIDD icon
260
Middleby
MIDD
$5.95B
$28.8K 0.01%
200
WPM icon
261
Wheaton Precious Metals
WPM
$47.3B
$28.6K 0.01%
319
DELL icon
262
Dell
DELL
$89.6B
$25.7K 0.01%
210
LCID icon
263
Lucid Motors
LCID
$4.6B
$24.5K 0.01%
1,161
STT icon
264
State Street
STT
$32.6B
$24.5K 0.01%
230
KB icon
265
KB Financial Group
KB
$32.2B
$24.2K 0.01%
293
L icon
266
Loews
L
$21.6B
$24.1K 0.01%
263
GS icon
267
Goldman Sachs
GS
$237B
$24.1K 0.01%
+34
DE icon
268
Deere & Co
DE
$129B
$23.4K 0.01%
46
ACN icon
269
Accenture
ACN
$152B
$22.7K 0.01%
76
RSG icon
270
Republic Services
RSG
$64.9B
$22.2K 0.01%
90
NRG icon
271
NRG Energy
NRG
$31.7B
$22K 0.01%
+137
ADBE icon
272
Adobe
ADBE
$139B
$20.1K 0.01%
52
-26
UBS icon
273
UBS Group
UBS
$122B
$20K 0.01%
591
PGR icon
274
Progressive
PGR
$132B
$19.2K 0.01%
72
CBRE icon
275
CBRE Group
CBRE
$45.7B
$18.8K 0.01%
134