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
301
$52.7K 0.01%
870
302
$52.5K 0.01%
319
303
$52.4K 0.01%
847
304
$51.6K 0.01%
876
305
$50.8K 0.01%
252
306
$50.7K 0.01%
5,000
307
$50K 0.01%
700
308
$49.7K 0.01%
354
309
$49.6K 0.01%
635
310
$49K 0.01%
1,825
311
$48.9K 0.01%
1,025
312
$46.9K ﹤0.01%
164
313
$46.5K ﹤0.01%
925
314
$46.3K ﹤0.01%
567
315
$46.2K ﹤0.01%
390
316
$45.7K ﹤0.01%
705
317
$45.7K ﹤0.01%
1,000
318
$45.6K ﹤0.01%
214
319
$45.3K ﹤0.01%
160
320
$45.1K ﹤0.01%
575
321
$44K ﹤0.01%
1,612
322
$43.3K ﹤0.01%
276
323
$42.9K ﹤0.01%
2,347
324
$42.7K ﹤0.01%
397
325
$42.3K ﹤0.01%
2,436