CGL
Clarius Group LLC Portfolio holdings
AUM
$1.69B
1-Year Est. Return
17.15%
1 Year Est. Return
+17.15%
AUM
$1.46B
AUM Growth
+$38.4M
(+2.7%)
Holding
479
Top Buys
| 1 | +$19.4M | |
| 2 | +$15.3M | |
| 3 | +$7.18M | |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$2.67M |
| 5 |
Snowflake
SNOW
|
+$2.66M |
Top Sells
| 1 | +$16.1M | |
| 2 | +$7.44M | |
| 3 | +$4.81M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$3.08M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$2.44M |
Sector Composition
| 1 | Industrials | 18.77% |
| 2 | Technology | 18% |
| 3 | Consumer Discretionary | 7.27% |
| 4 | Financials | 4.74% |
| 5 | Healthcare | 3.86% |