LG
Laidlaw Group Portfolio holdings
AUM
$210M
1-Year Est. Return
6.2%
1 Year Est. Return
+6.2%
AUM
$210M
AUM Growth
-$270K
(-0.13%)
Holding
80
Top Buys
| 1 | +$3.87M | |
| 2 | +$301K | |
| 3 | +$280K | |
| 4 |
Macy's
M
|
+$202K |
| 5 |
Intel
INTC
|
+$170K |
Top Sells
| 1 | +$998K | |
| 2 | +$831K | |
| 3 | +$294K | |
| 4 |
IBM
IBM
|
+$250K |
| 5 |
CKSW
CLICKSOFTWARE TECH LTD
CKSW
|
+$216K |
Sector Composition
| 1 | Technology | 16.55% |
| 2 | Industrials | 10.91% |
| 3 | Financials | 8.14% |
| 4 | Healthcare | 7.41% |
| 5 | Consumer Discretionary | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Anika Therapeutics
ANIK
$140M
| – | – |
-5,040
|
|
||
77
Duke Energy
DUK
$99.1B
| – | – |
-2,697
|
|
||
|
78
IBM
IBM
$293B
| – | – |
-1,628
|
|
||
79
Oracle
ORCL
$802B
| – | – |
-4,909
|
|
||
|
CKSW
80
DELISTED
CLICKSOFTWARE TECH LTD
CKSW
| – | – |
-24,618
|
|