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
276
$64.6K 0.01%
2,464
277
$63.3K 0.01%
170
278
$62.8K 0.01%
2,443
279
$62.5K 0.01%
4,882
280
$62.4K 0.01%
391
281
$61.4K 0.01%
1,405
282
$61K 0.01%
862
283
$60.6K 0.01%
2,749
284
$60K 0.01%
159
285
$59.7K 0.01%
887
286
$59.2K 0.01%
800
287
$59K 0.01%
192
288
$58.9K 0.01%
4,186
289
$58.5K 0.01%
541
290
$57.7K 0.01%
1,220
291
$56.4K 0.01%
1,142
292
$56.3K 0.01%
345
293
$56.2K 0.01%
1,524
294
$56K 0.01%
1,095
295
$55.6K 0.01%
365
296
$54.7K 0.01%
4,365
297
$54.5K 0.01%
452
298
$54K 0.01%
270
299
$54K 0.01%
1,000
300
$53K 0.01%
479