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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
MKCMccormick & Co Inc Com Non Vtg
Recent Activity
Increased 10.57%
1.84%
$5.759M
75,532 shares@ $76.24 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 3.43%
1.82%
$5.72M
13,570 shares@ $421.49 avg price
DOCHealthpeak Properties Inc Com
Recent Activity
Decreased -5.26%
1.69%
$5.305M
261,720 shares@ $20.27 avg price
HASIHa Sustainable Infra Cap Inc Com
Recent Activity
Increased 0.41%
1.64%
$5.132M
191,264 shares@ $26.83 avg price
FSLRFirst Solar Inc Com
Recent Activity
Increased 4.21%
1.55%
$4.845M
27,491 shares@ $176.25 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
IBMInternational Business Machs Com
Recent Activity
Increased 3%
1.51%
$4.74M
21,563 shares@ $219.83 avg price
SNNSmith & Nephew Plc Spdn Adr New
Recent Activity
Decreased -5.64%
1.46%
$4.582M
186,414 shares@ $24.58 avg price
FERGFerguson Enterprises Inc Common Stock New
Recent Activity
Increased 27.1%
1.44%
$4.506M
25,959 shares@ $173.58 avg price