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
51
$579K 0.29%
4,598
52
$554K 0.28%
+17,970
53
$547K 0.27%
26,200
54
$514K 0.26%
7,750
-470
55
$490K 0.24%
8,900
56
$486K 0.24%
34,110
-900
57
$481K 0.24%
10,033
58
$474K 0.24%
5,800
59
$419K 0.21%
7,600
60
$400K 0.2%
4,012
61
$398K 0.2%
5,367
62
$378K 0.19%
4,600
63
$342K 0.17%
3,785
-85
64
$342K 0.17%
42,363
65
$317K 0.16%
1,832
-73
66
$301K 0.15%
5,458
-861
67
$291K 0.14%
11,378
68
$290K 0.14%
12,029
-500
69
$280K 0.14%
5,000
70
$263K 0.13%
2,771
71
$259K 0.13%
5,500
72
$257K 0.13%
8,999
+170
73
$257K 0.13%
787
74
$246K 0.12%
6,600
+550
75
$245K 0.12%
9,175
-781
1 2
3
4