SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
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
$4.44B
$9.75K ﹤0.01%
+185
AME icon
1177
Ametek
AME
$51.6B
$9.74K ﹤0.01%
+53
MTG icon
1178
MGIC Investment
MTG
$6.02B
$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
$524M
$9.7K ﹤0.01%
+700
CRBG icon
1181
Corebridge Financial
CRBG
$15.6B
$9.68K ﹤0.01%
+296
KW icon
1182
Kennedy-Wilson Holdings
KW
$1.36B
$9.66K ﹤0.01%
+1,154
TRN icon
1183
Trinity Industries
TRN
$2.3B
$9.63K ﹤0.01%
+343
FBRT
1184
Franklin BSP Realty Trust
FBRT
$837M
$9.62K ﹤0.01%
+421
MOD icon
1185
Modine Manufacturing
MOD
$9.72B
$9.6K ﹤0.01%
+65
KFY icon
1186
Korn Ferry
KFY
$3.63B
$9.54K ﹤0.01%
+137
VYX icon
1187
NCR Voyix
VYX
$1.37B
$9.51K ﹤0.01%
745
+642
CSL icon
1188
Carlisle Companies
CSL
$14.2B
$9.51K ﹤0.01%
+29
ON icon
1189
ON Semiconductor
ON
$24.1B
$9.51K ﹤0.01%
+193
AAL icon
1190
American Airlines Group
AAL
$8.78B
$9.51K ﹤0.01%
821
HUBB icon
1191
Hubbell
HUBB
$25.9B
$9.5K ﹤0.01%
+23
NTAP icon
1192
NetApp
NTAP
$19.1B
$9.5K ﹤0.01%
+80
LOGI icon
1193
Logitech
LOGI
$12.6B
$9.49K ﹤0.01%
84
+82
SM icon
1194
SM Energy
SM
$2.23B
$9.49K ﹤0.01%
+367
TEVA icon
1195
Teva Pharmaceuticals
TEVA
$39.1B
$9.46K ﹤0.01%
473
+456
ESNT icon
1196
Essent Group
ESNT
$6.08B
$9.44K ﹤0.01%
+154
BLFS icon
1197
BioLife Solutions
BLFS
$1.05B
$9.44K ﹤0.01%
+355
ST icon
1198
Sensata Technologies
ST
$5.04B
$9.44K ﹤0.01%
+304
LTC
1199
LTC Properties
LTC
$1.74B
$9.43K ﹤0.01%
+262
GWRE icon
1200
Guidewire Software
GWRE
$12B
$9.43K ﹤0.01%
+41