LGC

Laurel Grove Capital Portfolio holdings

AUM $198M
1-Year Est. Return 18%
This Quarter Est. Return
1 Year Est. Return
+18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$1.53M
3 +$1.13M
4
KMI icon
Kinder Morgan
KMI
+$921K
5
NLY icon
Annaly Capital Management
NLY
+$715K

Top Sells

1 +$2.42M
2 +$1.65M
3 +$1.21M
4
MRK icon
Merck
MRK
+$410K
5
POT
Potash Corp Of Saskatchewan
POT
+$389K

Sector Composition

1 Industrials 18.73%
2 Financials 13.45%
3 Technology 11.91%
4 Consumer Discretionary 9.42%
5 Energy 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,478
102
-5,605