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
426
$1.6K ﹤0.01%
+16
427
$1.58K ﹤0.01%
24
428
$1.54K ﹤0.01%
+26
429
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+52
430
$1.51K ﹤0.01%
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431
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+5
432
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+30
433
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434
$1.39K ﹤0.01%
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435
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+29
436
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437
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438
$1.31K ﹤0.01%
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439
$1.27K ﹤0.01%
+25
440
$1.23K ﹤0.01%
110
441
$1.15K ﹤0.01%
20
442
$1.08K ﹤0.01%
+6
443
$1.05K ﹤0.01%
+61
444
$1.04K ﹤0.01%
+45
445
$1.03K ﹤0.01%
+9
446
$984 ﹤0.01%
+33
447
$943 ﹤0.01%
+6
448
$904 ﹤0.01%
+22
449
$841 ﹤0.01%
+3
450
$814 ﹤0.01%
+2