Hillary Clinton last week largely put her head down and kept quiet, staying the course as her lead in the polls continued to hold and her rival Donald Trump's campaign underwent yet another shakeup. The stocks that stand to do well under her presidency had a rather unremarkable week as well.
The former secretary of state has spent time fundraising, campaigning and celebrating her husband's birthday in recent days, enjoying what is still a relatively comfortable polling lead over her opponent. Bill Clinton said last week that the Clinton Foundation would no longer accept foreign or corporate money should his wife win the White House. Notes from her interview with the FBI over her private email server use were released to Congress last week, but thus far, they have produced very little in the way of major waves, apart from her apparent suggestion that Colin Powell suggested she use a private account.
The stocks TheStreet identified as having the potential to do especially well with Clinton in the Oval Office had a mixed week. Collectively, the 15 holdings in our Hillary Clinton Stock Portfolio ended the week down 0.93%, better than the Trump portfolio's 2.11% drop, but nothing to write home about.
Aecom (ACM) - Get AECOM Report was the biggest drag on the portfolio. Its price fell 5.91% from market close Friday, August 12 to Friday, August 19, ending the week trading at $32.50. Argus analysts last week maintained their hold rating on the stock, citing growth catalysts in the long-term, but warned that the "near term is more troubling." Law firm Pomerantz LLP said last week it is investigating claims on behalf of Aecom investors tied to a report from Spruce Point Capital Management suggesting the company's stock is worth significantly less than its current price.
Smith & Wesson (SWHC) dipped by 3.87% last week, trading at $28.53 at market close Friday. Despite last week's performance, the stock is still up nearly 30% year-to-date.
Also dragging down the Clinton portfolio were U.S. Steel (X) - Get United States Steel Corporation Report , down 3.23%, HCA Holdings (HCA) - Get HCA Healthcare Inc Report , down 2.78% and American Electric Power Company (AEP) - Get American Electric Power Company, Inc. Report , down 1.75%.
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The top gainer in the portfolio was CACI International (CACI) - Get CACI International Inc Class A Report , which climbed 4.05% to $97.68. The company announced fiscal fourth-quarter results on Wednesday, including adjusted earnings per share of $2.35 and revenue of $1.1 billion. The numbers topped analysts' expectations.
Shares of Goldman Sachs (GS) - Get Goldman Sachs Group, Inc. Report climbed 1.81% to $166.23 at market close Friday. The investment bank has raised eyebrows with more retail-focused plays in recent months, including unveiling an online banking platform, GS Bank, in April and preparing to roll out Marcus, an online lender, later this year.
Here's how the entire Clinton portfolio did last week, leading with the top gainers:
CACI International 4.05%
Goldman Sachs GS 1.83%
Aetna (AET) 0.42%
SolarCity (SCTY) -0.84%
American Electric Power Company -1.75%
HCA Holdings -2.78%
U.S. Steel X -3.23%
Smith & Wesson -3.87%