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
$315M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$7.26M
3
+$4.06M
4
ROST icon
Ross Stores
ROST
+$3.49M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.43M

Top Sells

1
+$3.59M
2
+$2.67M
3
+$2.45M
4
AMRC icon
Ameresco
AMRC
+$2.25M
5
VOD icon
Vodafone
VOD
+$1.49M

Sector Composition

1 Technology 31.01%
2 Healthcare 18.4%
3 Consumer Staples 13.57%
4 Industrials 9.22%
5 Financials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.62%
11,425
-109
52
$1.91M 0.61%
14,004
+4,250
53
$1.76M 0.56%
3,061
54
$1.74M 0.55%
2,806
-33
55
$1.66M 0.53%
4,593
-235
56
$1.66M 0.53%
3,603
-3
57
$1.64M 0.52%
4,043
-4
58
$1.62M 0.51%
9,773
+173
59
$1.46M 0.46%
6,041
-695
60
$1.32M 0.42%
11,655
-470
61
$1.23M 0.39%
2,102
+15
62
$1.13M 0.36%
3,335
63
$1.12M 0.36%
24,548
64
$1.08M 0.34%
43,919
-5,846
65
$1.06M 0.34%
30,224
+29,676
66
$943K 0.3%
5,639
+260
67
$932K 0.3%
35,709
-438
68
$898K 0.28%
4,546
-151
69
$885K 0.28%
14,252
70
$854K 0.27%
3,509
-2,730
71
$850K 0.27%
3,135
+45
72
$749K 0.24%
6,570
+121
73
$729K 0.23%
40,167
-53,183
74
$674K 0.21%
5,567
-163
75
$673K 0.21%
7,960
1 2
3
4 5