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
$517M
AUM Growth
-$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$10.9M
3 +$6.33M
4
PDCO
Patterson Companies, Inc.
PDCO
+$3.23M
5
HALO icon
Halozyme
HALO
+$3.18M

Top Sells

1 +$4.37M
2 +$3.93M
3 +$3.85M
4
AYI icon
Acuity Brands
AYI
+$3.84M
5
LHX icon
L3Harris
LHX
+$3.83M

Sector Composition

1 Healthcare 29.19%
2 Technology 14.09%
3 Consumer Staples 13.28%
4 Consumer Discretionary 5.89%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-253,100