CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
+4.32%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$225M
AUM Growth
+$225M
(+11%)
Cap. Flow
+$72K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
26.17%
Holding
300
New
175
Increased
16
Reduced
83
Closed
1
Top Buys
| 1 |
DD
Du Pont De Nemours E I
DD
|
$1.41M |
| 2 |
McKesson
MCK
|
$952K |
| 3 |
Gilead Sciences
GILD
|
$872K |
| 4 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$715K |
| 5 |
Hingham Institution for Saving
HIFS
|
$661K |
Top Sells
| 1 |
GMCR
KEURIG GREEN MTN INC
GMCR
|
$2M |
| 2 |
Helios Technologies
HLIO
|
$988K |
| 3 |
McCormick & Company Non-Voting
MKC
|
$806K |
| 4 |
PDCO
Patterson Companies, Inc.
PDCO
|
$735K |
| 5 |
EXAC
Exactech Inc
EXAC
|
$592K |
Sector Composition
| 1 | Technology | 16.75% |
| 2 | Healthcare | 16.15% |
| 3 | Industrials | 12.12% |
| 4 | Consumer Staples | 11.59% |
| 5 | Financials | 8.24% |
