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
$315M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$7.26M
3
+$4.06M
4
ROST icon
Ross Stores
ROST
+$3.49M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.43M

Top Sells

1
+$3.59M
2
+$2.67M
3
+$2.45M
4
AMRC icon
Ameresco
AMRC
+$2.25M
5
VOD icon
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 Change
in Stake 		Capital Flow
351
$6.21K ﹤0.01%
+7
352
$6.19K ﹤0.01%
+108
353
$6.18K ﹤0.01%
328
354
$5.87K ﹤0.01%
+251
355
$5.8K ﹤0.01%
+37
356
$5.55K ﹤0.01%
+184
357
$5.13K ﹤0.01%
+71
358
$5.11K ﹤0.01%
62
+40
359
$4.96K ﹤0.01%
70
360
$4.96K ﹤0.01%
+78
361
$4.93K ﹤0.01%
+26
362
$4.86K ﹤0.01%
+47
363
$4.76K ﹤0.01%
+59
364
$4.72K ﹤0.01%
+219
365
$4.7K ﹤0.01%
70
366
$4.62K ﹤0.01%
410
367
$4.43K ﹤0.01%
+27
368
$4.4K ﹤0.01%
18
369
$4.36K ﹤0.01%
+52
370
$4.04K ﹤0.01%
8
371
$4.02K ﹤0.01%
100
372
$3.97K ﹤0.01%
25
373
$3.96K ﹤0.01%
+51
374
$3.79K ﹤0.01%
+14
375
$3.65K ﹤0.01%
+35
13 14
15
16 17