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
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$20.3K
2 +$10.1K
3 +$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1 +$9.68K
2 +$1.75K
3 +$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$77.2K 0.01%
1,031
252
$77.1K 0.01%
25
253
$76.6K 0.01%
876
254
$76.6K 0.01%
626
255
$75.9K 0.01%
306
-39
256
$75.8K 0.01%
680
257
$75.3K 0.01%
613
258
$74.9K 0.01%
623
259
$74.8K 0.01%
1,451
260
$74.7K 0.01%
1,050
261
$73.9K 0.01%
553
262
$73.7K 0.01%
494
263
$73.5K 0.01%
579
264
$73K 0.01%
1,802
265
$72.4K 0.01%
2,075
266
$71.4K 0.01%
1,303
267
$69.7K 0.01%
459
268
$69.3K 0.01%
3,344
269
$69.2K 0.01%
2,057
270
$68.1K 0.01%
1,278
271
$67.1K 0.01%
1,138
272
$66.7K 0.01%
326
273
$66.4K 0.01%
1,855
274
$65.4K 0.01%
3,947
275
$64.7K 0.01%
390