CYG
Clean Yield Group Portfolio holdings
AUM
$355M
1-Year Est. Return
19.9%
This Fund
S&P 500
1 Year Est. Return
+19.9%
AUM
$355M
AUM Growth
-$5.01M
(-1.4%)
Holding
420
Top Buys
| 1 | +$4.36M | |
| 2 | +$2.72M | |
| 3 | +$1.59M | |
| 4 |
Netflix
NFLX
|
+$1.51M |
| 5 |
SoFi Technologies
SOFI
|
+$1.35M |
Top Sells
| 1 | +$3.45M | |
| 2 | +$869K | |
| 3 | +$823K | |
| 4 |
American Water Works
AWK
|
+$743K |
| 5 |
Amalgamated Financial
AMAL
|
+$719K |
Sector Composition
| 1 | Technology | 36.57% |
| 2 | Healthcare | 13.53% |
| 3 | Financials | 10.68% |
| 4 | Industrials | 9.91% |
| 5 | Consumer Staples | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Solar
FSLR
$21.2B
| $4.49M | 1.26% |
22,777
-1,356
|
|
||
27
Charles Schwab
SCHW
$158B
| $4.44M | 1.25% |
47,271
+6,822
|
|
||
28
Takeda Pharmaceutical
TAK
$51.7B
| $4.41M | 1.24% |
238,365
-22,439
|
|
||
29
Home Depot
HD
$331B
| $4.33M | 1.22% |
13,154
+164
|
|
||
30
ServiceNow
NOW
$93.3B
| $4.08M | 1.15% |
39,038
+13,525
|
|
||
31
BorgWarner
BWA
$11.4B
| $4.07M | 1.15% |
74,960
+2,713
|
|
||
|
32
Netflix
NFLX
$389B
| $4.03M | 1.13% |
41,925
+17,182
|
|
||
33
Moody's
MCO
$80.5B
| $4.01M | 1.13% |
9,183
+608
|
|
||
34
Automatic Data Processing
ADP
$80.2B
| $3.98M | 1.12% |
19,573
-130
|
|
||
35
Valmont Industries
VMI
$9.73B
| $3.9M | 1.1% |
9,766
+220
|
|
||
36
Veeva Systems
VEEV
$25.9B
| $3.85M | 1.08% |
21,907
+339
|
|
||
37
McCormick & Company Non-Voting
MKC
$13.5B
| $3.83M | 1.08% |
76,012
+187
|
|
||
38
State Street
STT
$42.7B
| $3.68M | 1.04% |
29,068
+9,869
|
|
||
39
Nokia
NOK
$63.1B
| $3.59M | 1.01% |
446,609
+64,188
|
|
||
40
Kadant
KAI
$3.73B
| $3.56M | 1% |
12,168
+373
|
|
||
41
Check Point Software Technologies
CHKP
$14.4B
| $3.55M | 1% |
24,880
+631
|
|
||
42
Vodafone
VOD
$35.7B
| $3.42M | 0.96% |
227,683
-56,295
|
|
||
43
Wabtec
WAB
$45.3B
| $3.42M | 0.96% |
13,671
+996
|
|
||
44
Healthpeak Properties
DOC
$11.2B
| $3.19M | 0.9% |
194,316
-15,542
|
|
||
45
Eli Lilly
LLY
$781B
| $2.91M | 0.82% |
3,165
|
|
||
|
46
Amalgamated Financial
AMAL
$1.24B
| $2.86M | 0.8% |
73,548
-18,973
|
|
||
|
HTO
47
H2O America
HTO
$2.49B
| $2.72M | 0.77% |
46,418
+3,712
|
|
||
48
Palo Alto Networks
PANW
$147B
| $2.68M | 0.76% |
16,730
+16,196
|
|
||
49
Columbia Banking Systems
COLB
$8.64B
| $2.54M | 0.71% |
92,465
+14,703
|
|
||
50
Alphabet (Google) Class A
GOOGL
$4.23T
| $2.51M | 0.71% |
8,718
-10
|
|