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
476
$11K ﹤0.01%
491
477
$10.9K ﹤0.01%
300
478
$10.9K ﹤0.01%
356
479
$10.8K ﹤0.01%
240
480
$10.7K ﹤0.01%
548
481
$10.5K ﹤0.01%
2,785
482
$10.4K ﹤0.01%
109
483
$10.3K ﹤0.01%
112
484
$10.3K ﹤0.01%
552
485
$10.3K ﹤0.01%
123
486
$10.2K ﹤0.01%
108
487
$10.1K ﹤0.01%
271
488
$10.1K ﹤0.01%
486
489
$10.1K ﹤0.01%
406
490
$10.1K ﹤0.01%
133
491
$10.1K ﹤0.01%
+770
492
$10.1K ﹤0.01%
320
493
$9.97K ﹤0.01%
600
494
$9.94K ﹤0.01%
180
495
$9.89K ﹤0.01%
96
496
$9.87K ﹤0.01%
166
497
$9.8K ﹤0.01%
730
498
$9.72K ﹤0.01%
48
499
$9.67K ﹤0.01%
54
500
$9.51K ﹤0.01%
425