CA

Claris Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 12.43%
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$843K
2 +$668K
3 +$542K
4
EMR icon
Emerson Electric
EMR
+$530K
5
MSFT icon
Microsoft
MSFT
+$521K

Sector Composition

1 Technology 2.11%
2 Financials 1.64%
3 Industrials 1.25%
4 Healthcare 0.64%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-924
52
-2,694
53
-1,043