CYG
Clean Yield Group Portfolio holdings
AUM
$360M
1-Year Est. Return
20.05%
This Fund
S&P 500
1 Year Est. Return
+20.05%
AUM
$360M
AUM Growth
+$6.43M
(+1.8%)
Holding
437
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.31M | |
| 3 | +$906K | |
| 4 |
ASML
ASML
|
+$658K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$438K |
Top Sells
| 1 | +$854K | |
| 2 | +$799K | |
| 3 | +$778K | |
| 4 |
Kadant
KAI
|
+$510K |
| 5 |
American Water Works
AWK
|
+$506K |
Sector Composition
| 1 | Technology | 38.52% |
| 2 | Healthcare | 14.32% |
| 3 | Financials | 9.85% |
| 4 | Industrials | 9.36% |
| 5 | Consumer Staples | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Check Point Software Technologies
CHKP
$19.3B
| $4.5M | 1.25% |
24,249
+205
|
|
||
27
Home Depot
HD
$374B
| $4.47M | 1.24% |
12,990
+129
|
|
||
28
Camden National
CAC
$773M
| $4.45M | 1.24% |
102,695
+88
|
|
||
29
Hubbell
HUBB
$25.8B
| $4.39M | 1.22% |
9,883
+212
|
|
||
30
Moody's
MCO
$92.2B
| $4.38M | 1.22% |
8,575
+305
|
|
||
31
Hologic
HOLX
$16.8B
| $4.31M | 1.2% |
57,913
-413
|
|
||
32
Johnson & Johnson
JNJ
$549B
| $4.22M | 1.17% |
20,400
|
|
||
33
Takeda Pharmaceutical
TAK
$52.7B
| $4.07M | 1.13% |
260,804
-5,234
|
|
||
34
Charles Schwab
SCHW
$184B
| $4.04M | 1.12% |
40,449
+13,100
|
|
||
35
ServiceNow
NOW
$137B
| $3.91M | 1.08% |
25,513
+633
|
|
||
36
Valmont Industries
VMI
$8.77B
| $3.84M | 1.07% |
9,546
+377
|
|
||
37
Vodafone
VOD
$34.1B
| $3.75M | 1.04% |
283,978
-30,519
|
|
||
38
Eli Lilly
LLY
$916B
| $3.4M | 0.94% |
3,165
-111
|
|
||
39
Healthpeak Properties
DOC
$11.9B
| $3.37M | 0.94% |
209,858
-10,194
|
|
||
|
40
Kadant
KAI
$3.72B
| $3.36M | 0.93% |
11,795
-1,791
|
|
||
41
BorgWarner
BWA
$10.3B
| $3.26M | 0.9% |
72,247
+2,060
|
|
||
42
Amalgamated Financial
AMAL
$1.12B
| $2.96M | 0.82% |
92,521
-7,806
|
|
||
43
Alphabet (Google) Class A
GOOGL
$4.05T
| $2.73M | 0.76% |
8,728
|
|
||
44
Wabtec
WAB
$39.1B
| $2.71M | 0.75% |
12,675
+41
|
|
||
45
State Street
STT
$35.7B
| $2.48M | 0.69% |
19,199
+18,969
|
|
||
46
Nokia
NOK
$37.8B
| $2.47M | 0.69% |
382,421
+49,766
|
|
||
47
Procter & Gamble
PG
$342B
| $2.41M | 0.67% |
16,783
-1,351
|
|
||
48
Netflix
NFLX
$357B
| $2.32M | 0.64% |
24,743
+1,413
|
|
||
49
Telus
TU
$21.7B
| $2.29M | 0.64% |
173,861
-14,345
|
|
||
50
Expeditors International
EXPD
$21.5B
| $2.2M | 0.61% |
14,755
-100
|
|