Clean Yield Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Clean Yield Group Inc
CRD #104826
SEC #801-28225
CIK #
AUM $468.9 MM (100% Disc, 100% US, 2020-02-13)
Employees7 (57% Investors, 0% Brokers)
Phone802-526-2525
Address16 Beaver Meadow Rd
Norwich, VT 05055
Source [IAPD] [Website] [Twitter] [Instagram]
Total AUM ($MM)
4703762821889401999200620132021
Sector Issuer Cap ($MM) Value ($MM)
AAPL 1,372,810.0 7.7
CNBKA 411.9 7.6
JNJ 381,110.0 7.6
CSCO 189,330.0 7.1
CXP 1,470.0 5.1
UN 113,800.0 5.1
DOC 3,580.0 4.8
SNY 118,370.0 4.8
MKC 22,730.0 4.7
VOD 42,680.0 4.6
View All
Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Comparable Firms State AUM ($BB)
Allmerica Investment Management Co Inc
MA 0.5
Galloway Asset Management LLC
AZ 0.5
Tamar Securities LLC
CA 0.5
Verus Capital Partners LLC
AZ 0.5
XML Financial LLC
MD 0.5
Robertson Stephens Advisors LLC
CA 0.5
20/20 Capital Management Inc
CA 0.5
Twelve Points Wealth Management LLC
MA 0.5
Aevitas Wealth Management Inc
MA 0.5
Dorsey Wright & Associates LLC
VA 0.5
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com