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
XEL icon
426
Xcel Energy
XEL
$44.8B
$40.9K ﹤0.01%
509
+253
FE icon
427
FirstEnergy
FE
$25.6B
$40.6K ﹤0.01%
883
+103
NET icon
428
Cloudflare
NET
$68.9B
$40.5K ﹤0.01%
+187
MOAT icon
429
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$40.2K ﹤0.01%
398
-2
NE icon
430
Noble Corp
NE
$4.72B
$39.9K ﹤0.01%
+1,336
SCHG icon
431
Schwab US Large-Cap Growth ETF
SCHG
$52B
$39.6K ﹤0.01%
1,234
-6
TTMI icon
432
TTM Technologies
TTMI
$7.44B
$39.4K ﹤0.01%
+666
WBD icon
433
Warner Bros
WBD
$73.6B
$39.4K ﹤0.01%
2,075
+852
SNY icon
434
Sanofi
SNY
$116B
$39.1K ﹤0.01%
768
+701
ACIW icon
435
ACI Worldwide
ACIW
$4.81B
$38.9K ﹤0.01%
+726
SPG icon
436
Simon Property Group
SPG
$59.4B
$38.9K ﹤0.01%
+210
GPN icon
437
Global Payments
GPN
$19.4B
$38.8K ﹤0.01%
441
+57
MSTR icon
438
Strategy Inc
MSTR
$46.6B
$38.7K ﹤0.01%
+110
FSS icon
439
Federal Signal
FSS
$6.74B
$38.6K ﹤0.01%
+326
PSA icon
440
Public Storage
PSA
$48.2B
$38.5K ﹤0.01%
+131
BHP icon
441
BHP
BHP
$150B
$38.3K ﹤0.01%
691
+669
HLT icon
442
Hilton Worldwide
HLT
$65.1B
$38.2K ﹤0.01%
+148
BMI icon
443
Badger Meter
BMI
$5.45B
$38K ﹤0.01%
+210
MCO icon
444
Moody's
MCO
$87B
$37.8K ﹤0.01%
+78
PYPL icon
445
PayPal
PYPL
$56.8B
$37.7K ﹤0.01%
545
+298
MSI icon
446
Motorola Solutions
MSI
$60.7B
$37.6K ﹤0.01%
+83
SKYW icon
447
Skywest
SKYW
$4.24B
$37.5K ﹤0.01%
+375
MRVL icon
448
Marvell Technology
MRVL
$71.5B
$37.5K ﹤0.01%
435
+103
EQIX icon
449
Equinix
EQIX
$73.7B
$37.4K ﹤0.01%
+48
ZION icon
450
Zions Bancorporation
ZION
$8.73B
$37.3K ﹤0.01%
+656