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
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$11.3M
3 +$7.6M
4
XOM icon
Exxon Mobil
XOM
+$6.14M
5
V icon
Visa
V
+$5.25M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.64%
2 Industrials 8.06%
3 Financials 7.94%
4 Consumer Staples 7.93%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.11%
+5,500
77
$202K 0.11%
+3,332
78
$173K 0.1%
+15,630