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
CCS icon
876
Century Communities
CCS
$1.72B
$16.5K ﹤0.01%
+256
STC icon
877
Stewart Information Services
STC
$1.92B
$16.4K ﹤0.01%
+227
CCK icon
878
Crown Holdings
CCK
$11.2B
$16.4K ﹤0.01%
170
+70
CMA icon
879
Comerica
CMA
$9.73B
$16.4K ﹤0.01%
+232
KWR icon
880
Quaker Houghton
KWR
$2.31B
$16.4K ﹤0.01%
+122
BEN icon
881
Franklin Resources
BEN
$11.9B
$16.4K ﹤0.01%
+687
RHI icon
882
Robert Half
RHI
$2.58B
$16.1K ﹤0.01%
+468
SYY icon
883
Sysco
SYY
$34.9B
$16.1K ﹤0.01%
+196
FELE icon
884
Franklin Electric
FELE
$4.15B
$16.1K ﹤0.01%
+167
PRKS icon
885
United Parks & Resorts
PRKS
$2.63B
$16.1K ﹤0.01%
+291
VIAV icon
886
Viavi Solutions
VIAV
$3.91B
$16K ﹤0.01%
+1,261
PSTG icon
887
Pure Storage
PSTG
$32.4B
$16K ﹤0.01%
+184
NWL icon
888
Newell Brands
NWL
$1.35B
$16K ﹤0.01%
+2,961
CCI icon
889
Crown Castle
CCI
$39B
$15.9K ﹤0.01%
167
+80
WDFC icon
890
WD-40
WDFC
$2.63B
$15.9K ﹤0.01%
+62
INCY icon
891
Incyte
INCY
$19.9B
$15.9K ﹤0.01%
183
+86
JBHT icon
892
JB Hunt Transport Services
JBHT
$16.2B
$15.9K ﹤0.01%
+115
EFX icon
893
Equifax
EFX
$25.7B
$15.9K ﹤0.01%
+67
CHEF icon
894
Chefs' Warehouse
CHEF
$2.47B
$15.9K ﹤0.01%
+286
HBI icon
895
Hanesbrands
HBI
$2.32B
$15.8K ﹤0.01%
+2,295
SOLV icon
896
Solventum
SOLV
$11.8B
$15.8K ﹤0.01%
213
+171
CWT icon
897
California Water Service
CWT
$2.68B
$15.8K ﹤0.01%
+347
MRTN icon
898
Marten Transport
MRTN
$823M
$15.7K ﹤0.01%
+1,112
CURB
899
Curbline Properties
CURB
$2.46B
$15.7K ﹤0.01%
+667
AIN icon
900
Albany International
AIN
$1.66B
$15.7K ﹤0.01%
+283