CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+6.3%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$233M
AUM Growth
+$8.01M
(+3.6%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-1.27%
Top 10 Holdings %
Top 10 Hldgs %
26.29%
Holding
327
New
28
Increased
51
Reduced
64
Closed
25
Top Buys
| 1 |
CVS Health
CVS
|
$902K |
| 2 |
SHPG
Shire pic
SHPG
|
$792K |
| 3 |
United Natural Foods
UNFI
|
$684K |
| 4 |
First Solar
FSLR
|
$656K |
| 5 |
Quest Diagnostics
DGX
|
$537K |
Top Sells
| 1 |
Healthpeak Properties
DOC
|
$1.69M |
| 2 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$1.32M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$1.29M |
| 4 |
Middlesex Water
MSEX
|
$799K |
| 5 |
Procter & Gamble
PG
|
$622K |
Sector Composition
| 1 | Healthcare | 17% |
| 2 | Technology | 16.23% |
| 3 | Consumer Staples | 12.55% |
| 4 | Industrials | 11.62% |
| 5 | Financials | 8.49% |
