CEI

Clark Estates Inc Portfolio holdings

AUM $446M
1-Year Est. Return 6.99%
This Quarter Est. Return
1 Year Est. Return
+6.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$17M
3 +$8.41M
4
META icon
Meta Platforms (Facebook)
META
+$5.76M
5
VIAB
Viacom Inc. Class B
VIAB
+$4.39M

Top Sells

1 +$27.2M
2 +$16.4M
3 +$15.7M
4
WBA
Walgreens Boots Alliance
WBA
+$12M
5
HBI icon
Hanesbrands
HBI
+$10.9M

Sector Composition

1 Healthcare 24.42%
2 Communication Services 24.3%
3 Consumer Discretionary 15.14%
4 Technology 13.75%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-102,550