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
APD icon
126
Air Products & Chemicals
APD
$57.7B
$222K 0.07%
787
-175
HLIO icon
127
Helios Technologies
HLIO
$1.78B
$215K 0.06%
6,457
-3,200
GPC icon
128
Genuine Parts
GPC
$17.7B
$213K 0.06%
1,755
MCK icon
129
McKesson
MCK
$104B
$210K 0.06%
286
RTX icon
130
RTX Corp
RTX
$235B
$208K 0.06%
1,424
DHR icon
131
Danaher
DHR
$156B
$198K 0.06%
1,004
+72
UNP icon
132
Union Pacific
UNP
$132B
$196K 0.06%
850
-100
TRV icon
133
Travelers Companies
TRV
$64.1B
$180K 0.05%
671
VUG icon
134
Vanguard Growth ETF
VUG
$197B
$177K 0.05%
404
T icon
135
AT&T
T
$181B
$176K 0.05%
6,093
WM icon
136
Waste Management
WM
$84.3B
$172K 0.05%
751
CW icon
137
Curtiss-Wright
CW
$20.3B
$171K 0.05%
350
HSY icon
138
Hershey
HSY
$36.3B
$166K 0.05%
1,000
SHW icon
139
Sherwin-Williams
SHW
$82.3B
$162K 0.05%
473
VO icon
140
Vanguard Mid-Cap ETF
VO
$86.8B
$159K 0.05%
568
EMR icon
141
Emerson Electric
EMR
$71.7B
$156K 0.05%
1,168
-118
PLTR icon
142
Palantir
PLTR
$415B
$150K 0.04%
1,100
COR icon
143
Cencora
COR
$70.2B
$150K 0.04%
500
FDX icon
144
FedEx
FDX
$63.1B
$149K 0.04%
655
AJG icon
145
Arthur J. Gallagher & Co
AJG
$66.4B
$145K 0.04%
454
GLW icon
146
Corning
GLW
$70.4B
$145K 0.04%
2,763
CARR icon
147
Carrier Global
CARR
$45.6B
$144K 0.04%
1,962
-12
FITB icon
148
Fifth Third Bancorp
FITB
$28.1B
$143K 0.04%
3,486
-30
VRTX icon
149
Vertex Pharmaceuticals
VRTX
$111B
$143K 0.04%
322
-4
MSCI icon
150
MSCI
MSCI
$42.5B
$141K 0.04%
245
4 5
6
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