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
$281M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$478K
3 +$434K
4
TR icon
Tootsie Roll Industries
TR
+$430K
5
BA icon
Boeing
BA
+$286K

Top Sells

1 +$21M
2 +$522K
3 +$244K
4
BKE icon
Buckle
BKE
+$231K
5
ABT icon
Abbott
ABT
+$226K

Sector Composition

1 Consumer Staples 47.43%
2 Financials 16.55%
3 Consumer Discretionary 5.7%
4 Energy 4.97%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,132
52
-624,191