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
WMT icon
101
Walmart
WMT
$889B
$423K 0.12%
4,101
GEV icon
102
GE Vernova
GEV
$157B
$412K 0.12%
670
SYY icon
103
Sysco
SYY
$36.4B
$383K 0.11%
4,650
KO icon
104
Coca-Cola
KO
$310B
$377K 0.11%
5,688
-250
KEYS icon
105
Keysight
KEYS
$33.8B
$377K 0.11%
2,154
MCD icon
106
McDonald's
MCD
$216B
$359K 0.1%
1,182
LOW icon
107
Lowe's Companies
LOW
$138B
$357K 0.1%
1,419
+156
HLIO icon
108
Helios Technologies
HLIO
$1.76B
$337K 0.1%
6,457
AYI icon
109
Acuity Brands
AYI
$11.1B
$319K 0.09%
925
-7
UNH icon
110
UnitedHealth
UNH
$293B
$312K 0.09%
904
-27
IRM icon
111
Iron Mountain
IRM
$24.5B
$308K 0.09%
3,022
MTD icon
112
Mettler-Toledo International
MTD
$30B
$277K 0.08%
226
CI icon
113
Cigna
CI
$73.1B
$270K 0.08%
937
-34
RTX icon
114
RTX Corp
RTX
$225B
$270K 0.08%
1,611
+187
RNR icon
115
RenaissanceRe
RNR
$12.2B
$269K 0.08%
1,060
XLK icon
116
Technology Select Sector SPDR Fund
XLK
$93.6B
$268K 0.08%
952
GLD icon
117
SPDR Gold Trust
GLD
$142B
$261K 0.07%
735
IWF icon
118
iShares Russell 1000 Growth ETF
IWF
$125B
$252K 0.07%
538
LH icon
119
Labcorp
LH
$22.2B
$247K 0.07%
859
MSEX icon
120
Middlesex Water
MSEX
$940M
$245K 0.07%
4,525
GPC icon
121
Genuine Parts
GPC
$18.1B
$243K 0.07%
1,755
PFE icon
122
Pfizer
PFE
$144B
$240K 0.07%
9,418
+150
V icon
123
Visa
V
$638B
$232K 0.07%
679
GLW icon
124
Corning
GLW
$71.1B
$227K 0.06%
2,763
MCK icon
125
McKesson
MCK
$106B
$221K 0.06%
286
3 4
5
6 7