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
ABBV icon
76
AbbVie
ABBV
$411B
$790K 0.24%
4,254
-211
COST icon
77
Costco
COST
$409B
$698K 0.21%
705
-6
MA icon
78
Mastercard
MA
$490B
$667K 0.2%
1,187
DIS icon
79
Walt Disney
DIS
$189B
$639K 0.19%
5,150
-389
AFL icon
80
Aflac
AFL
$59.9B
$620K 0.19%
5,882
-43
TXN icon
81
Texas Instruments
TXN
$145B
$612K 0.18%
2,948
-10
PAYX icon
82
Paychex
PAYX
$40.3B
$605K 0.18%
4,160
JPM icon
83
JPMorgan Chase
JPM
$827B
$566K 0.17%
1,954
CWT icon
84
California Water Service
CWT
$2.73B
$522K 0.16%
11,485
A icon
85
Agilent Technologies
A
$41.6B
$518K 0.15%
4,387
+60
AMZN icon
86
Amazon
AMZN
$2.51T
$509K 0.15%
2,319
+38
NEE icon
87
NextEra Energy
NEE
$175B
$486K 0.15%
6,996
WTRG icon
88
Essential Utilities
WTRG
$11.2B
$473K 0.14%
12,729
QQQ icon
89
Invesco QQQ Trust
QQQ
$387B
$461K 0.14%
835
MMM icon
90
3M
MMM
$89B
$456K 0.14%
2,995
+53
TSCO icon
91
Tractor Supply
TSCO
$29.3B
$455K 0.14%
8,620
-1,025
HIFS icon
92
Hingham Institution for Saving
HIFS
$606M
$450K 0.13%
1,810
-170
SJM icon
93
J.M. Smucker
SJM
$11.6B
$441K 0.13%
4,493
-447
XOM icon
94
Exxon Mobil
XOM
$503B
$436K 0.13%
4,043
+122
KO icon
95
Coca-Cola
KO
$306B
$420K 0.13%
5,938
+161
AZN icon
96
AstraZeneca
AZN
$276B
$412K 0.12%
5,900
WMT icon
97
Walmart
WMT
$817B
$401K 0.12%
4,101
WTS icon
98
Watts Water Technologies
WTS
$9B
$392K 0.12%
1,596
APH icon
99
Amphenol
APH
$164B
$384K 0.11%
3,888
GEV icon
100
GE Vernova
GEV
$157B
$355K 0.11%
670
2 3
4
5 6