CYG
Clean Yield Group Portfolio holdings
AUM
$354M
1-Year Est. Return
15.47%
1 Year Est. Return
+15.47%
AUM
$334M
AUM Growth
+$27.4M
(+8.9%)
Holding
456
Top Buys
| 1 | +$5.24M | |
| 2 | +$3.86M | |
| 3 | +$3.06M | |
| 4 |
Valmont Industries
VMI
|
+$2.83M |
| 5 |
BorgWarner
BWA
|
+$2.29M |
Top Sells
| 1 | +$2.46M | |
| 2 | +$1.08M | |
| 3 | +$854K | |
| 4 |
Apple
AAPL
|
+$800K |
| 5 |
HTO
H2O America
HTO
|
+$562K |
Sector Composition
| 1 | Technology | 36.88% |
| 2 | Healthcare | 14.71% |
| 3 | Consumer Staples | 11.52% |
| 4 | Industrials | 9.51% |
| 5 | Financials | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$361B
| $4.62M | 1.38% |
12,593
+8,354
|
|
||
27
Kadant
KAI
$3B
| $4.32M | 1.29% |
13,600
+953
|
|
||
28
Takeda Pharmaceutical
TAK
$45.1B
| $4.25M | 1.27% |
275,016
-11,540
|
|
||
29
Healthpeak Properties
DOC
$12.1B
| $4.15M | 1.24% |
237,208
-17,116
|
|
||
30
Camden National
CAC
$668M
| $4.12M | 1.23% |
101,409
-2,213
|
|
||
31
Hubbell
HUBB
$23B
| $3.99M | 1.19% |
9,774
-251
|
|
||
32
Chipotle Mexican Grill
CMG
$41.7B
| $3.89M | 1.16% |
69,219
-2,601
|
|
||
33
Moody's
MCO
$85.5B
| $3.83M | 1.15% |
7,645
+3,492
|
|
||
34
Hologic
HOLX
$16.5B
| $3.81M | 1.14% |
58,462
+5,553
|
|
||
35
Ross Stores
ROST
$52.2B
| $3.61M | 1.08% |
28,332
-114
|
|
||
36
Vodafone
VOD
$29.4B
| $3.58M | 1.07% |
335,976
-16,031
|
|
||
37
Amalgamated Financial
AMAL
$842M
| $3.24M | 0.97% |
103,894
-10,426
|
|
||
38
Telus
TU
$22.5B
| $3.16M | 0.95% |
196,813
-10,910
|
|
||
39
Netflix
NFLX
$471B
| $3.13M | 0.94% |
2,335
-66
|
|
||
40
Johnson & Johnson
JNJ
$472B
| $3.09M | 0.92% |
20,227
-277
|
|
||
41
Procter & Gamble
PG
$345B
| $2.89M | 0.86% |
18,133
-432
|
|
||
|
42
Valmont Industries
VMI
$7.83B
| $2.83M | 0.85% |
+8,651
|
|
||
|
HTO
43
H2O America
HTO
$1.7B
| $2.78M | 0.83% |
53,398
-10,822
|
|
||
44
lululemon athletica
LULU
$20.2B
| $2.68M | 0.8% |
11,295
+419
|
|
||
45
Eli Lilly
LLY
$918B
| $2.64M | 0.79% |
3,391
-3
|
|
||
46
Intuit
INTU
$185B
| $2.59M | 0.77% |
3,286
|
|
||
47
Vital Farms
VITL
$1.44B
| $2.53M | 0.76% |
65,696
-1,645
|
|
||
48
Wabtec
WAB
$34.9B
| $2.46M | 0.74% |
11,767
-433
|
|
||
|
49
BorgWarner
BWA
$9.58B
| $2.29M | 0.69% |
+68,425
|
|
||
50
Novo Nordisk
NVO
$214B
| $2.18M | 0.65% |
31,531
-1,545
|
|