CGL

Clarius Group LLC Portfolio holdings

AUM $1.75B
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.35M
3
+$1.25M
4
KITE
Kite Pharma, Inc.
KITE
+$268K
5
FXB icon
Invesco CurrencyShares British Pound Sterling Trust
FXB
+$197K

Top Sells

1
+$2.05M
2
+$1.57M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.26M
5
MSFT icon
Microsoft
MSFT
+$856K

Sector Composition

1 Industrials 38.23%
2 Consumer Discretionary 14.01%
3 Healthcare 7.45%
4 Technology 4.99%
5 Communication Services 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
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