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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
JKHYHenry Jack & Assoc Inc Com
Recent Activity
New Position
1.27%
$3.978M
22,693 shares@ $175.31 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
1.24%
$3.885M
35,145 shares@ $110.54 avg price
VEEVVeeva Sys Inc Cl A Com
Recent Activity
New Position
1.11%
$3.487M
16,587 shares@ $210.26 avg price
CWCurtiss Wright Corp Com
Recent Activity
New Position
0.04%
$124,205
350 shares@ $354.88 avg price
FLJPFranklin Ftse Japan Etf
Recent Activity
New Position
0.02%
$50,068
1,750 shares@ $28.62 avg price
SMCISuper Micro Computer Inc Com New
Recent Activity
New Position
0.02%
$45,720
1,500 shares@ $30.48 avg price
KMPRKemper Corp Com
Recent Activity
New Position
0.02%
$44,847
675 shares@ $66.44 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.01%
$4,334
60 shares@ $72.24 avg price
PRFInvesco Ftse Rafi Us 1000 Etf
Recent Activity
New Position
0.01%
$18
0 shares@ $0.0 avg price
VEUVanguard Ftse All-world Ex-us Index Fund
Recent Activity
New Position
0.01%
$8
0 shares@ $0.0 avg price