RC

Reik & Co Portfolio holdings

AUM $401M
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
-$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$595K
2 +$213K
3 +$11.1K
4
PFE icon
Pfizer
PFE
+$10.8K
5
HD icon
Home Depot
HD
+$10.7K

Top Sells

1 +$1.39M
2 +$851K
3 +$788K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$604K
5
TIF
Tiffany & Co.
TIF
+$532K

Sector Composition

1 Consumer Staples 43.27%
2 Financials 16.2%
3 Consumer Discretionary 10.71%
4 Energy 4.58%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$15K ﹤0.01%
18,709
52
-3,125
53
-3,028