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
TREX icon
1176
Trex
TREX
$5.09B
$9.75K ﹤0.01%
+185
AME icon
1177
Ametek
AME
$45.8B
$9.74K ﹤0.01%
+53
MTG icon
1178
MGIC Investment
MTG
$6.18B
$9.74K ﹤0.01%
+354
KNBWY
1179
DELISTED
KIRIN BREWERY LTD SPONSORED ADR
KNBWY
$9.71K ﹤0.01%
670
+659
MYGN icon
1180
Myriad Genetics
MYGN
$742M
$9.7K ﹤0.01%
+700
CRBG icon
1181
Corebridge Financial
CRBG
$16.8B
$9.68K ﹤0.01%
+296
KW icon
1182
Kennedy-Wilson Holdings
KW
$1.01B
$9.66K ﹤0.01%
+1,154
TRN icon
1183
Trinity Industries
TRN
$2.14B
$9.63K ﹤0.01%
+343
FBRT
1184
Franklin BSP Realty Trust
FBRT
$835M
$9.62K ﹤0.01%
+421
MOD icon
1185
Modine Manufacturing
MOD
$8.07B
$9.6K ﹤0.01%
+65
KFY icon
1186
Korn Ferry
KFY
$3.35B
$9.54K ﹤0.01%
+137
VYX icon
1187
NCR Voyix
VYX
$1.56B
$9.51K ﹤0.01%
745
+642
CSL icon
1188
Carlisle Companies
CSL
$13.7B
$9.51K ﹤0.01%
+29
ON icon
1189
ON Semiconductor
ON
$20.3B
$9.51K ﹤0.01%
+193
AAL icon
1190
American Airlines Group
AAL
$8.77B
$9.51K ﹤0.01%
821
HUBB icon
1191
Hubbell
HUBB
$24.8B
$9.5K ﹤0.01%
+23
NTAP icon
1192
NetApp
NTAP
$23.3B
$9.5K ﹤0.01%
+80
LOGI icon
1193
Logitech
LOGI
$18B
$9.49K ﹤0.01%
84
+82
SM icon
1194
SM Energy
SM
$2.22B
$9.49K ﹤0.01%
+367
TEVA icon
1195
Teva Pharmaceuticals
TEVA
$23.6B
$9.46K ﹤0.01%
473
+456
ESNT icon
1196
Essent Group
ESNT
$6B
$9.44K ﹤0.01%
+154
BLFS icon
1197
BioLife Solutions
BLFS
$1.34B
$9.44K ﹤0.01%
+355
ST icon
1198
Sensata Technologies
ST
$4.63B
$9.44K ﹤0.01%
+304
LTC
1199
LTC Properties
LTC
$1.63B
$9.43K ﹤0.01%
+262
GWRE icon
1200
Guidewire Software
GWRE
$19.4B
$9.43K ﹤0.01%
+41