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
$646M
AUM Growth
-$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$4.75M
3 +$4.3M
4
AAPL icon
Apple
AAPL
+$3.08M
5
MO icon
Altria Group
MO
+$3.01M

Sector Composition

1 Healthcare 2.01%
2 Technology 1.8%
3 Consumer Staples 1.2%
4 Financials 1.05%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,151
127
-6,170
128
-2,642
129
-6,166