LAM

Longboard Asset Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 42.24%
This Quarter Est. Return
1 Year Est. Return
+42.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$40.2M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$365K
2 +$357K
3 +$348K
4
PECO icon
Phillips Edison & Co
PECO
+$317K
5
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$315K

Top Sells

1 +$303K
2 +$295K
3 +$261K
4
AON icon
Aon
AON
+$249K
5
MCO icon
Moody's
MCO
+$249K

Sector Composition

1 Financials 24.47%
2 Industrials 17.85%
3 Utilities 11.36%
4 Technology 9.7%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IDA icon
101
Idacorp
IDA
$7.08B
$225K 0.56%
1,949
MMC icon
102
Marsh & McLennan
MMC
$87.5B
$225K 0.56%
1,028
PEG icon
103
Public Service Enterprise Group
PEG
$40.3B
$225K 0.56%
2,669
INTU icon
104
Intuit
INTU
$183B
$224K 0.56%
+285
OTIS icon
105
Otis Worldwide
OTIS
$36.3B
$224K 0.56%
2,261
VCTR icon
106
Victory Capital Holdings
VCTR
$4.13B
$223K 0.55%
3,507
WM icon
107
Waste Management
WM
$80.8B
$223K 0.55%
974
DASH icon
108
DoorDash
DASH
$109B
$222K 0.55%
+902
ATRO icon
109
Astronics
ATRO
$1.74B
$222K 0.55%
+6,633
POST icon
110
Post Holdings
POST
$5.53B
$221K 0.55%
2,031
REVG icon
111
REV Group
REVG
$2.63B
$221K 0.55%
+4,649
DTE icon
112
DTE Energy
DTE
$28.7B
$221K 0.55%
1,666
CW icon
113
Curtiss-Wright
CW
$22.5B
$220K 0.55%
+451
JCI icon
114
Johnson Controls International
JCI
$74.7B
$220K 0.55%
+2,081
ROL icon
115
Rollins
ROL
$28B
$219K 0.54%
3,885
MTG icon
116
MGIC Investment
MTG
$6.15B
$219K 0.54%
+7,856
TTWO icon
117
Take-Two Interactive
TTWO
$46.6B
$219K 0.54%
+900
ADC icon
118
Agree Realty
ADC
$8.38B
$218K 0.54%
2,990
ACT icon
119
Enact Holdings
ACT
$5.24B
$218K 0.54%
5,877
NMIH icon
120
NMI Holdings
NMIH
$2.82B
$218K 0.54%
+5,171
OGE icon
121
OGE Energy
OGE
$8.96B
$218K 0.54%
4,913
TDY icon
122
Teledyne Technologies
TDY
$24.3B
$218K 0.54%
425
CHCO icon
123
City Holding Co
CHCO
$1.72B
$218K 0.54%
1,778
IDT icon
124
IDT Corp
IDT
$1.28B
$217K 0.54%
+3,182
SYK icon
125
Stryker
SYK
$141B
$217K 0.54%
549