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
76
$241K 0.12%
15,242
-158
77
$234K 0.12%
+5,040
78
$218K 0.11%
+2,595
79
$212K 0.11%
9,040
80
$212K 0.11%
2,300
-200
81
$208K 0.1%
5,355
82
$152K 0.08%
20,740
83
– –
-4,909
84
– –
-3,485
85
– –
-7,700
1 2 3
4