CYG
Clean Yield Group Portfolio holdings
AUM
$354M
1-Year Est. Return
15.47%
1 Year Est. Return
+15.47%
AUM
$354M
AUM Growth
+$19.5M
(+5.8%)
Holding
434
Top Buys
| 1 | +$4.63M | |
| 2 | +$1.69M | |
| 3 | +$721K | |
| 4 |
Salesforce
CRM
|
+$453K |
| 5 |
lululemon athletica
LULU
|
+$339K |
Top Sells
| 1 | +$1.4M | |
| 2 | +$501K | |
| 3 | +$329K | |
| 4 |
Vodafone
VOD
|
+$249K |
| 5 |
ANSS
Ansys
ANSS
|
+$233K |
Sector Composition
| 1 | Technology | 38.01% |
| 2 | Healthcare | 14.23% |
| 3 | Industrials | 9.54% |
| 4 | Consumer Staples | 9.29% |
| 5 | Financials | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Ecolab
ECL
$77.3B
| $4.65M | 1.31% |
16,966
+16,915
|
|
||
27
ServiceNow
NOW
$171B
| $4.58M | 1.29% |
4,976
+70
|
|
||
28
Ross Stores
ROST
$57.7B
| $4.34M | 1.23% |
28,452
+120
|
|
||
29
Healthpeak Properties
DOC
$12.6B
| $4.21M | 1.19% |
220,052
-17,156
|
|
||
30
Hubbell
HUBB
$22.7B
| $4.16M | 1.18% |
9,671
-103
|
|
||
31
Kadant
KAI
$3.27B
| $4.04M | 1.14% |
13,586
-14
|
|
||
32
Camden National
CAC
$693M
| $3.96M | 1.12% |
102,607
+1,198
|
|
||
33
Moody's
MCO
$86.9B
| $3.94M | 1.11% |
8,270
+625
|
|
||
34
Hologic
HOLX
$16.7B
| $3.94M | 1.11% |
58,326
-136
|
|
||
35
Takeda Pharmaceutical
TAK
$45.7B
| $3.89M | 1.1% |
266,038
-8,978
|
|
||
36
Johnson & Johnson
JNJ
$495B
| $3.78M | 1.07% |
20,400
+173
|
|
||
|
37
Vodafone
VOD
$28.8B
| $3.65M | 1.03% |
314,497
-21,479
|
|
||
38
Valmont Industries
VMI
$7.95B
| $3.56M | 1% |
9,169
+518
|
|
||
39
BorgWarner
BWA
$9.16B
| $3.09M | 0.87% |
70,187
+1,762
|
|
||
40
Telus
TU
$20B
| $2.97M | 0.84% |
188,206
-8,607
|
|
||
41
Chipotle Mexican Grill
CMG
$45.3B
| $2.91M | 0.82% |
74,327
+5,108
|
|
||
42
Netflix
NFLX
$462B
| $2.8M | 0.79% |
23,330
-20
|
|
||
43
Procter & Gamble
PG
$345B
| $2.79M | 0.79% |
18,134
+1
|
|
||
44
Amalgamated Financial
AMAL
$898M
| $2.72M | 0.77% |
100,327
-3,567
|
|
||
45
Vital Farms
VITL
$1.47B
| $2.67M | 0.75% |
64,810
-886
|
|
||
46
Charles Schwab
SCHW
$165B
| $2.61M | 0.74% |
27,349
+17,676
|
|
||
47
Wabtec
WAB
$35.7B
| $2.53M | 0.72% |
12,634
+867
|
|
||
48
Ameresco
AMRC
$1.85B
| $2.53M | 0.71% |
75,227
-41,679
|
|
||
49
Eli Lilly
LLY
$947B
| $2.5M | 0.71% |
3,276
-115
|
|
||
|
HTO
50
H2O America
HTO
$1.68B
| $2.47M | 0.7% |
50,685
-2,713
|
|