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
$210M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$339K
3
+$221K
4
ANIK icon
Anika Therapeutics
ANIK
+$205K
5
AVGO icon
Broadcom
AVGO
+$189K

Top Sells

1
+$3.62M
2
+$336K
3
+$202K
4
UG icon
United-Guardian
UG
+$201K
5
EW icon
Edwards Lifesciences
EW
+$144K

Sector Composition

1 Technology 15.19%
2 Industrials 11.55%
3 Financials 8.4%
4 Healthcare 7.59%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.92%
93,638
-163
27
$3.66M 1.74%
38,819
+770
28
$3.54M 1.68%
71,990
-70
29
$3.49M 1.66%
73,026
+455
30
$3.21M 1.53%
74,962
+189
31
$3.09M 1.47%
108,855
-502
32
$2.98M 1.42%
37,935
+250
33
$2.96M 1.41%
61,020
+1,110
34
$2.65M 1.26%
155,460
+1,240
35
$2.63M 1.25%
40,898
+223
36
$2.58M 1.23%
59,838
-300
37
$2.32M 1.1%
109,818
+2,000
38
$1.96M 0.93%
17,530
-550
39
$1.92M 0.91%
308,515
-4,095
40
$1.81M 0.86%
8
41
$1.58M 0.75%
25,149
-936
42
$1.39M 0.66%
92,795
43
$1.19M 0.56%
11,354
+700
44
$1.04M 0.5%
37,768
45
$1M 0.48%
32,870
+2,650
46
$840K 0.4%
7,486
-225
47
$783K 0.37%
33,070
+225
48
$759K 0.36%
21,016
-900
49
$664K 0.32%
9,600
50
$629K 0.3%
7,610
-350
1
2
3 4