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
+$103K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$376K
2
+$150K
3
+$126K
4
ORLY icon
O'Reilly Automotive
ORLY
+$110K
5
SYK icon
Stryker
SYK
+$93.3K

Top Sells

1
+$234K
2
+$216K
3
+$112K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$93.3K
5
KLIC icon
Kulicke & Soffa
KLIC
+$71.1K

Sector Composition

1 Technology 15.02%
2 Industrials 9.04%
3 Financials 7.9%
4 Consumer Staples 7.39%
5 Energy 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.11%
5,355
77
$209K 0.1%
2,300
78
$208K 0.1%
2,371
-400
79
$202K 0.1%
2,595
80
$201K 0.1%
8,999
81
$124K 0.06%
20,740
82
– –
-5,040
1 2 3
4