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
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$1.69M
3
+$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1
+$1.4M
2
+$501K
3
+$329K
4
VOD icon
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
LULU icon
51
lululemon athletica
LULU
$21.6B
$2.35M 0.66%
13,200
+1,905
INTU icon
52
Intuit
INTU
$176B
$2.23M 0.63%
3,271
-15
ITW icon
53
Illinois Tool Works
ITW
$71.8B
$2.22M 0.63%
8,504
-20
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$3.8T
$2.12M 0.6%
8,728
+38
SPY icon
55
SPDR S&P 500 ETF Trust
SPY
$697B
$1.97M 0.56%
2,958
+5
EXPD icon
56
Expeditors International
EXPD
$19.6B
$1.82M 0.51%
14,855
-975
COLB icon
57
Columbia Banking Systems
COLB
$8.4B
$1.75M 0.49%
67,853
+28,021
NVO icon
58
Novo Nordisk
NVO
$215B
$1.67M 0.47%
30,141
-1,390
NOK icon
59
Nokia
NOK
$33.9B
$1.6M 0.45%
332,655
-15,317
PEP icon
60
PepsiCo
PEP
$204B
$1.54M 0.43%
10,934
-100
GOOG icon
61
Alphabet (Google) Class C
GOOG
$3.8T
$1.4M 0.4%
5,762
AMGN icon
62
Amgen
AMGN
$182B
$1.36M 0.38%
4,816
-323
TMO icon
63
Thermo Fisher Scientific
TMO
$220B
$1.3M 0.37%
2,680
-76
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.23M 0.35%
2,444
+52
UPS icon
65
United Parcel Service
UPS
$80.8B
$1.21M 0.34%
14,458
+62
CL icon
66
Colgate-Palmolive
CL
$64.4B
$1.17M 0.33%
14,583
-675
TRMB icon
67
Trimble
TRMB
$19.4B
$1.14M 0.32%
13,915
USB icon
68
US Bancorp
USB
$76.8B
$1.06M 0.3%
21,896
-152
AXP icon
69
American Express
AXP
$248B
$1.03M 0.29%
3,095
BDX icon
70
Becton Dickinson
BDX
$54.7B
$1.01M 0.29%
5,393
-510
ABBV icon
71
AbbVie
ABBV
$398B
$968K 0.27%
4,180
-74
ORLY icon
72
O'Reilly Automotive
ORLY
$85.5B
$961K 0.27%
8,910
GE icon
73
GE Aerospace
GE
$304B
$936K 0.26%
3,113
GRNB icon
74
VanEck Green Bond ETF
GRNB
$159M
$936K 0.26%
38,293
-524
MRK icon
75
Merck
MRK
$253B
$890K 0.25%
10,602
-38
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3
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