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
$334M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.86M
3
+$3.06M
4
VMI icon
Valmont Industries
VMI
+$2.83M
5
BWA icon
BorgWarner
BWA
+$2.29M

Top Sells

1
+$2.46M
2
+$1.08M
3
+$854K
4
AAPL icon
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
ITW icon
51
Illinois Tool Works
ITW
$70.8B
$2.11M 0.63%
8,524
-60
SPY icon
52
SPDR S&P 500 ETF Trust
SPY
$667B
$1.82M 0.55%
2,953
EXPD icon
53
Expeditors International
EXPD
$18.6B
$1.81M 0.54%
15,830
-265
NOK icon
54
Nokia
NOK
$37.3B
$1.8M 0.54%
347,972
-51,061
AMRC icon
55
Ameresco
AMRC
$1.7B
$1.78M 0.53%
116,906
+4,160
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.34T
$1.53M 0.46%
8,690
-343
PEP icon
57
PepsiCo
PEP
$199B
$1.46M 0.44%
11,034
-5
UPS icon
58
United Parcel Service
UPS
$81.4B
$1.45M 0.43%
14,396
+206
AMGN icon
59
Amgen
AMGN
$181B
$1.43M 0.43%
5,139
-260
CL icon
60
Colgate-Palmolive
CL
$62.9B
$1.39M 0.41%
15,258
-2,180
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.16M 0.35%
2,392
-1,045
TMO icon
62
Thermo Fisher Scientific
TMO
$217B
$1.12M 0.33%
2,756
TRMB icon
63
Trimble
TRMB
$18.5B
$1.06M 0.32%
13,915
GOOG icon
64
Alphabet (Google) Class C
GOOG
$3.34T
$1.02M 0.31%
5,762
+87
BDX icon
65
Becton Dickinson
BDX
$55.3B
$1.02M 0.3%
5,903
USB icon
66
US Bancorp
USB
$73.2B
$998K 0.3%
22,048
-500
AXP icon
67
American Express
AXP
$246B
$987K 0.3%
3,095
GRNB icon
68
VanEck Green Bond ETF
GRNB
$144M
$941K 0.28%
38,817
-744
COLB icon
69
Columbia Banking Systems
COLB
$8.06B
$931K 0.28%
39,832
+1,618
GIS icon
70
General Mills
GIS
$25.3B
$925K 0.28%
17,859
-2,982
SCHW icon
71
Charles Schwab
SCHW
$168B
$883K 0.26%
9,673
ABT icon
72
Abbott
ABT
$227B
$857K 0.26%
6,300
MRK icon
73
Merck
MRK
$231B
$842K 0.25%
10,640
-397
ORLY icon
74
O'Reilly Automotive
ORLY
$83.4B
$803K 0.24%
8,910
GE icon
75
GE Aerospace
GE
$322B
$801K 0.24%
3,113
1 2
3
4 5