SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,176
New
Increased
Reduced
Closed

Top Buys

1 +$6.79M
2 +$3.91M
3 +$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.99M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1 +$4.62M
2 +$3.77M
3 +$3.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

Sector Composition

1 Technology 6.66%
2 Consumer Staples 1.5%
3 Consumer Discretionary 1.34%
4 Financials 1.28%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDT icon
251
Medtronic
MDT
$120B
$87.4K 0.01%
895
+621
MPC icon
252
Marathon Petroleum
MPC
$58.4B
$87.1K 0.01%
451
-516
SYK icon
253
Stryker
SYK
$144B
$86.7K 0.01%
234
+121
TJX icon
254
TJX Companies
TJX
$160B
$86.4K 0.01%
611
-4
ISRG icon
255
Intuitive Surgical
ISRG
$193B
$85.9K 0.01%
190
+147
AJG icon
256
Arthur J. Gallagher & Co
AJG
$68.6B
$85.7K 0.01%
276
+132
NOW icon
257
ServiceNow
NOW
$195B
$84.8K 0.01%
+93
MGM icon
258
MGM Resorts International
MGM
$8.7B
$84.8K 0.01%
2,498
+139
PAYX icon
259
Paychex
PAYX
$44.6B
$84.4K 0.01%
677
+202
HCA icon
260
HCA Healthcare
HCA
$109B
$84.2K 0.01%
196
+98
UNP icon
261
Union Pacific
UNP
$129B
$83.6K 0.01%
353
+61
CARE icon
262
Carter Bankshares
CARE
$403M
$83.2K 0.01%
4,365
AOM icon
263
iShares Core Moderate Allocation ETF
AOM
$1.63B
$83K 0.01%
1,744
-36
GSLC icon
264
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$82.8K 0.01%
634
+502
SONY icon
265
Sony
SONY
$173B
$82.4K 0.01%
2,845
+2,195
MMM icon
266
3M
MMM
$88.6B
$81.9K 0.01%
516
+186
MS icon
267
Morgan Stanley
MS
$263B
$81K 0.01%
514
+39
PGR icon
268
Progressive
PGR
$124B
$80.8K 0.01%
+329
ELV icon
269
Elevance Health
ELV
$75.4B
$80.3K 0.01%
229
+95
AWI icon
270
Armstrong World Industries
AWI
$8.37B
$79.3K 0.01%
403
+301
RCL icon
271
Royal Caribbean
RCL
$79.6B
$78.5K 0.01%
250
+50
MU icon
272
Micron Technology
MU
$249B
$78.1K 0.01%
+416
DHI icon
273
D.R. Horton
DHI
$45.8B
$78K 0.01%
446
+86
SPGI icon
274
S&P Global
SPGI
$151B
$77.7K 0.01%
162
+142
BX icon
275
Blackstone
BX
$119B
$77.5K 0.01%
460
+280