CEI

Clark Estates Inc Portfolio holdings

AUM $412M
1-Year Est. Return 8.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$20.3M
2 +$8.24M
3 +$7.7M
4
WBA
Walgreens Boots Alliance
WBA
+$4.94M
5
BBY icon
Best Buy
BBY
+$4.56M

Top Sells

1 +$20.3M
2 +$11.3M
3 +$8.56M
4
COR icon
Cencora
COR
+$5.46M
5
ABBV icon
AbbVie
ABBV
+$4.65M

Sector Composition

1 Healthcare 27.13%
2 Communication Services 16.77%
3 Consumer Staples 16.52%
4 Technology 16.45%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-401,900