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
376
$3.6K ﹤0.01%
+16
377
$3.57K ﹤0.01%
+100
378
$3.5K ﹤0.01%
+26
379
$3.49K ﹤0.01%
21
-110
380
$3.45K ﹤0.01%
+339
381
$3.36K ﹤0.01%
+51
382
$3.3K ﹤0.01%
+42
383
$3.27K ﹤0.01%
+36
384
$3.26K ﹤0.01%
17
385
$3.25K ﹤0.01%
+18
386
$3.16K ﹤0.01%
100
387
$3.16K ﹤0.01%
+250
388
$3.06K ﹤0.01%
+155
389
$3.04K ﹤0.01%
111
+11
390
$3K ﹤0.01%
+58
391
$2.94K ﹤0.01%
+349
392
$2.9K ﹤0.01%
250
393
$2.88K ﹤0.01%
86
-684
394
$2.83K ﹤0.01%
+33
395
$2.73K ﹤0.01%
+36
396
$2.67K ﹤0.01%
62
-145
397
$2.48K ﹤0.01%
+5
398
$2.43K ﹤0.01%
60
399
$2.42K ﹤0.01%
+77
400
$2.4K ﹤0.01%
+62
14 15
16
17 18