LG

Laidlaw Group Portfolio holdings

AUM $210M
1-Year Est. Return 6.2%
This Quarter Est. Return
1 Year Est. Return
+6.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$708K
3
+$554K
4
ANIK icon
Anika Therapeutics
ANIK
+$234K
5
SM icon
SM Energy
SM
+$218K

Top Sells

1
+$261K
2
+$254K
3
+$213K
4
ORCL icon
Oracle
ORCL
+$201K
5
MMM icon
3M
MMM
+$191K

Sector Composition

1 Technology 14.36%
2 Industrials 9.16%
3 Financials 7.71%
4 Consumer Staples 7.46%
5 Energy 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.71%
342,840
-1,275
27
$3.41M 1.7%
109,357
28
$3.33M 1.65%
73,743
+3,975
29
$3.29M 1.64%
72,585
+1,615
30
$3.11M 1.55%
36,894
+402
31
$3.01M 1.5%
40,255
+1,565
32
$2.89M 1.44%
400,740
-11,700
33
$2.77M 1.38%
56,843
+14,548
34
$2.75M 1.37%
57,403
-305
35
$2.6M 1.29%
25,855
-258
36
$2.53M 1.26%
37,770
+2,375
37
$2.5M 1.24%
154,700
+8,880
38
$2.46M 1.22%
106,838
+3,045
39
$2.21M 1.1%
313,760
-2,225
40
$2.08M 1.04%
93,943
+947
41
$1.58M 0.78%
18,350
-200
42
$1.52M 0.76%
8
43
$1.22M 0.61%
11,703
+1,001
44
$1.01M 0.5%
7,711
-460
45
$893K 0.44%
22,816
-34
46
$845K 0.42%
36,368
+80
47
$750K 0.37%
32,845
48
$669K 0.33%
7,960
49
$655K 0.33%
9,600
50
$590K 0.29%
9,832
-4,350
1
2
3 4