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
551
$6.09K ﹤0.01%
51
552
$6.08K ﹤0.01%
352
553
$6.06K ﹤0.01%
164
554
$6.02K ﹤0.01%
237
555
$5.98K ﹤0.01%
269
556
$5.86K ﹤0.01%
85
557
$5.83K ﹤0.01%
52
558
$5.78K ﹤0.01%
400
559
$5.78K ﹤0.01%
100
560
$5.76K ﹤0.01%
121
561
$5.75K ﹤0.01%
46
562
$5.72K ﹤0.01%
214
563
$5.7K ﹤0.01%
90
564
$5.59K ﹤0.01%
215
565
$5.56K ﹤0.01%
212
566
$5.52K ﹤0.01%
247
567
$5.51K ﹤0.01%
28
568
$5.5K ﹤0.01%
12
569
$5.4K ﹤0.01%
31
570
$5.2K ﹤0.01%
78
571
$5.1K ﹤0.01%
124
572
$5K ﹤0.01%
47
573
$4.99K ﹤0.01%
41
574
$4.91K ﹤0.01%
847
575
$4.91K ﹤0.01%
1,067