LG
Laidlaw Group Portfolio holdings
AUM
$210M
This Quarter Return
+4.9%
1 Year Return
+6.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+4.6%)
Cap. Flow
+$1.26M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
36.7%
Holding
86
New
5
Increased
29
Reduced
26
Closed
4
Top Buys
| 1 |
W.W. Grainger
GWW
|
$4.54M |
| 2 |
Kinder Morgan
KMI
|
$339K |
| 3 |
Oracle
ORCL
|
$221K |
| 4 |
Anika Therapeutics
ANIK
|
$205K |
| 5 |
Broadcom
AVGO
|
$189K |
Top Sells
| 1 |
Brown-Forman Class B
BF.B
|
$3.62M |
| 2 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$336K |
| 3 |
SM Energy
SM
|
$202K |
| 4 |
United-Guardian
UG
|
$201K |
| 5 |
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% |
