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
$210M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$339K
3
+$221K
4
ANIK icon
Anika Therapeutics
ANIK
+$205K
5
AVGO icon
Broadcom
AVGO
+$189K

Top Sells

1
+$3.62M
2
+$336K
3
+$202K
4
UG icon
United-Guardian
UG
+$201K
5
EW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.11%
+4,909
77
$221K 0.11%
2,371
78
$216K 0.1%
9,040
79
$212K 0.1%
5,000
80
$205K 0.1%
+5,040
81
$98K 0.05%
20,740
82
$60K 0.03%
+19,900
83
– –
-125,300
84
– –
-2,595
85
– –
-8,999
86
– –
-3,600
1 2 3
4