CYG
Clean Yield Group Portfolio holdings
AUM
$334M
This Quarter Return
-2.77%
1 Year Return
+19.59%
3 Year Return
+41.29%
5 Year Return
+71.16%
10 Year Return
+184.49%
AUM
$218M
AUM Growth
+$218M
(-6.7%)
Cap. Flow
-$9.14M
Cap. Flow
% of AUM
-4.2%
Top 10 Holdings %
Top 10 Hldgs %
25.06%
Holding
363
New
4
Increased
19
Reduced
74
Closed
234
Top Buys
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$2.28M |
| 2 |
Gen Digital
GEN
|
$2.2M |
| 3 |
Hyster-Yale Materials Handling
HY
|
$1.55M |
| 4 |
CNBKA
Century Bancorp Inc/Mass
CNBKA
|
$1.33M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.32M |
Top Sells
| 1 |
Baxter International
BAX
|
$1.39M |
| 2 |
Badger Meter
BMI
|
$1.1M |
| 3 |
Helios Technologies
HLIO
|
$984K |
| 4 |
Essential Utilities
WTRG
|
$955K |
| 5 |
Telus
TU
|
$851K |
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Industrials | 15.66% |
| 3 | Healthcare | 15.13% |
| 4 | Consumer Staples | 12.59% |
| 5 | Financials | 6.86% |
