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
JCI icon
326
Johnson Controls International
JCI
$77.7B
$5.39K ﹤0.01%
51
ALL icon
327
Allstate
ALL
$56.1B
$5.23K ﹤0.01%
26
RY icon
328
Royal Bank of Canada
RY
$207B
$5.13K ﹤0.01%
39
TEAM icon
329
Atlassian
TEAM
$39.9B
$5.08K ﹤0.01%
25
-93
MET icon
330
MetLife
MET
$51.8B
$4.99K ﹤0.01%
62
WF icon
331
Woori Financial
WF
$13.6B
$4.97K ﹤0.01%
100
XYZ
332
Block Inc
XYZ
$36.8B
$4.75K ﹤0.01%
70
INFY icon
333
Infosys
INFY
$69B
$4.71K ﹤0.01%
254
-763
K icon
334
Kellanova
K
$29B
$4.69K ﹤0.01%
59
ORA icon
335
Ormat Technologies
ORA
$6.6B
$4.69K ﹤0.01%
56
MUFG icon
336
Mitsubishi UFJ Financial
MUFG
$180B
$4.65K ﹤0.01%
339
DTM icon
337
DT Midstream
DTM
$11.8B
$4.62K ﹤0.01%
42
SNOW icon
338
Snowflake
SNOW
$87.1B
$4.47K ﹤0.01%
20
-12
HUM icon
339
Humana
HUM
$28.5B
$4.4K ﹤0.01%
18
WDAY icon
340
Workday
WDAY
$61.6B
$4.32K ﹤0.01%
18
-15
CDNS icon
341
Cadence Design Systems
CDNS
$85.7B
$4.31K ﹤0.01%
14
WIT icon
342
Wipro
WIT
$27.8B
$4.02K ﹤0.01%
1,330
-314
HCA icon
343
HCA Healthcare
HCA
$108B
$3.83K ﹤0.01%
10
HRB icon
344
H&R Block
HRB
$5.6B
$3.79K ﹤0.01%
69
SMFG icon
345
Sumitomo Mitsui Financial
SMFG
$112B
$3.78K ﹤0.01%
250
THC icon
346
Tenet Healthcare
THC
$17B
$3.7K ﹤0.01%
21
LNW
347
DELISTED
Light & Wonder
LNW
$3.46K ﹤0.01%
36
BBVA icon
348
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$3.27K ﹤0.01%
213
ASB icon
349
Associated Banc-Corp
ASB
$4.2B
$3.27K ﹤0.01%
134
-85
PTC icon
350
PTC
PTC
$21.5B
$3.1K ﹤0.01%
18
12 13
14
15 16