CYG
Clean Yield Group Portfolio holdings
AUM
$334M
1-Year Return
19.59%
This Quarter Return
+10.75%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$315M
AUM Growth
+$46.9M
(+18%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
31.21%
Holding
491
New
125
Increased
87
Reduced
95
Closed
18
Top Buys
| 1 |
Broadcom
AVGO
|
$7.29M |
| 2 |
NVIDIA
NVDA
|
$7.26M |
| 3 |
Ferguson
FERG
|
$4.06M |
| 4 |
Ross Stores
ROST
|
$3.49M |
| 5 |
Chipotle Mexican Grill
CMG
|
$3.43M |
Top Sells
| 1 |
Nomad Foods
NOMD
|
$3.59M |
| 2 |
Sprouts Farmers Market
SFM
|
$2.67M |
| 3 |
Healthpeak Properties
DOC
|
$2.45M |
| 4 |
Ameresco
AMRC
|
$2.25M |
| 5 |
Vodafone
VOD
|
$1.49M |
Sector Composition
| 1 | Technology | 31.01% |
| 2 | Healthcare | 18.4% |
| 3 | Consumer Staples | 13.57% |
| 4 | Industrials | 9.22% |
| 5 | Financials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Ecolab
ECL
$77.6B
| $10.5K | ﹤0.01% |
41
+22
| +116% | +$5.62K |
|
327
Occidental Petroleum
OXY
$45.2B
| $10.3K | ﹤0.01% |
200
| – | – |
|
328
Wipro
WIT
$28.6B
| $10K | ﹤0.01% |
+3,096
| New | +$10K |
|
329
IQVIA
IQV
$31.9B
| $9.95K | ﹤0.01% |
42
| – | – |
|
330
lululemon athletica
LULU
$19.9B
| $9.77K | ﹤0.01% |
36
| – | – |
|
331
JD.com
JD
$44.6B
| $9.72K | ﹤0.01% |
+243
| New | +$9.72K |
|
332
Motorola Solutions
MSI
$79.8B
| $9.44K | ﹤0.01% |
21
-64
| -75% | -$28.8K |
|
333
Advanced Micro Devices
AMD
$245B
| $9.19K | ﹤0.01% |
+56
| New | +$9.19K |
|
334
Sunrun
RUN
$4.19B
| $9.08K | ﹤0.01% |
+503
| New | +$9.08K |
|
335
Alaska Air
ALK
$7.28B
| $9.04K | ﹤0.01% |
200
| – | – |
|
336
Autodesk
ADSK
$69.5B
| $8.82K | ﹤0.01% |
+32
| New | +$8.82K |
|
337
Aramark
ARMK
$10.2B
| $8.78K | ﹤0.01% |
227
+1
| +0.4% | +$39 |
|
338
RELX
RELX
$85.9B
| $8.59K | ﹤0.01% |
+181
| New | +$8.59K |
|
339
iShares Global Clean Energy ETF
ICLN
$1.59B
| $8.49K | ﹤0.01% |
578
| – | – |
|
340
Cooper Companies
COO
$13.5B
| $8.39K | ﹤0.01% |
+76
| New | +$8.39K |
|
341
HCA Healthcare
HCA
$98.5B
| $8.13K | ﹤0.01% |
+20
| New | +$8.13K |
|
342
Zoom
ZM
$25B
| $8.02K | ﹤0.01% |
115
| – | – |
|
343
BP
BP
$87.4B
| $7.85K | ﹤0.01% |
250
| – | – |
|
344
Etsy
ETSY
$5.36B
| $7.66K | ﹤0.01% |
138
| – | – |
|
345
Electronic Arts
EA
$42.2B
| $7.6K | ﹤0.01% |
+53
| New | +$7.6K |
|
346
ICICI Bank
IBN
$113B
| $7.28K | ﹤0.01% |
+244
| New | +$7.28K |
|
347
Coinbase
COIN
$76.8B
| $7.13K | ﹤0.01% |
40
| – | – |
|
348
Ally Financial
ALLY
$12.7B
| $7.12K | ﹤0.01% |
200
| – | – |
|
349
Masimo
MASI
$8B
| $6.53K | ﹤0.01% |
49
| – | – |
|
350
Beyond Meat
BYND
$189M
| $6.31K | ﹤0.01% |
930
| – | – |
|