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
201
$131K 0.01%
861
202
$130K 0.01%
723
203
$130K 0.01%
638
204
$130K 0.01%
1,541
205
$128K 0.01%
1,453
206
$127K 0.01%
1,055
207
$122K 0.01%
520
208
$118K 0.01%
3,236
209
$116K 0.01%
2,007
210
$116K 0.01%
1,465
211
$112K 0.01%
1,493
212
$110K 0.01%
738
213
$110K 0.01%
447
214
$109K 0.01%
2,537
215
$106K 0.01%
947
216
$106K 0.01%
2,736
217
$103K 0.01%
739
218
$102K 0.01%
2,996
219
$102K 0.01%
1,301
220
$101K 0.01%
515
221
$101K 0.01%
2,735
222
$97.4K 0.01%
512
223
$95.8K 0.01%
1,534
224
$95.4K 0.01%
24,330
225
$95.3K 0.01%
2,600