CGL

Clarius Group LLC Portfolio holdings

AUM $1.69B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1 +$5.91M
2 +$4.71M
3 +$3.64M
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$1.97M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.68M

Sector Composition

1 Industrials 19.02%
2 Technology 18.88%
3 Consumer Discretionary 6.5%
4 Financials 4.52%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-955
502
-26,912