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Jenny Ly

@Clean Yield Group

Latest period2024 - Q4ReportedManaged Assets$314.392MTotal holdings458
Assets growth rate-0.38%Assets growth rate (2-Q avg)8.76%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clean Yield Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 458 positions.

Assets under management

The assets under management (AUM) of Clean Yield Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 314.392M in assets, with a quarterly growth rate of -0.38% and a 2-quarter average growth rate of 8.76%. The portfolio is managed by Jenny Ly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SFMSprouts Fmrs Mkt Inc Com
Recent Activity
Decreased -6.55%
3.61%
$11.333M
89,188 shares@ $127.07 avg price
ULUnilever Plc Spon Adr New
Recent Activity
Decreased -1.7%
2.61%
$8.193M
144,503 shares@ $56.7 avg price
CRMSalesforce Inc Com
Recent Activity
Decreased -0.26%
2.47%
$7.757M
23,201 shares@ $334.33 avg price
CSCOCisco Sys Inc Com
Recent Activity
Decreased -0.87%
2.29%
$7.198M
121,591 shares@ $59.21 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
Decreased -1.79%
2.16%
$6.766M
200,063 shares@ $33.83 avg price
ADPAutomatic Data Processing Inc Com
Recent Activity
Decreased -0.26%
1.92%
$6.015M
20,547 shares@ $292.73 avg price
DOCHealthpeak Properties Inc Com
Recent Activity
Decreased -5.26%
1.69%
$5.305M
261,720 shares@ $20.27 avg price
CHKPCheck Point Software Tech Ltd Ord
Recent Activity
Decreased -0.27%
1.54%
$4.817M
25,801 shares@ $186.71 avg price
TAKTakeda Pharmaceutical Co Ltd Sponsored Ads
Recent Activity
Decreased -11.35%
1.52%
$4.768M
360,091 shares@ $13.25 avg price
SNNSmith & Nephew Plc Spdn Adr New
Recent Activity
Decreased -5.64%
1.46%
$4.582M
186,414 shares@ $24.58 avg price