SLG
Stanley-Laman Group Portfolio holdings
AUM
$787M
1-Year Est. Return
24.85%
This Fund
S&P 500
1 Year Est. Return
+24.85%
AUM
$787M
AUM Growth
+$85.1M
(+12%)
Holding
316
Top Buys
| 1 | +$3.94M | |
| 2 | +$3.85M | |
| 3 | +$3.48M | |
| 4 |
Range Resources
RRC
|
+$3.05M |
| 5 |
RTX Corp
RTX
|
+$2.91M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$2M | |
| 3 | +$2M | |
| 4 |
Healthcare Services Group
HCSG
|
+$1.5M |
| 5 |
Cameco
CCJ
|
+$1.33M |
Sector Composition
| 1 | Technology | 29.57% |
| 2 | Industrials | 13.26% |
| 3 | Healthcare | 8.89% |
| 4 | Energy | 7.82% |
| 5 | Financials | 6.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$180B
| $6.14M | 0.78% |
28,291
+5,131
|
|
||
27
Synopsys
SNPS
$81.2B
| $5.97M | 0.76% |
12,705
-172
|
|
||
28
CAE Inc
CAE
$9.64B
| $5.92M | 0.75% |
194,624
+10,317
|
|
||
29
Take-Two Interactive
TTWO
$39.6B
| $5.9M | 0.75% |
23,051
+1,379
|
|
||
30
Weatherford International
WFRD
$7.41B
| $5.9M | 0.75% |
75,363
+4,086
|
|
||
31
Intuit
INTU
$117B
| $5.83M | 0.74% |
8,807
+443
|
|
||
32
Oracle
ORCL
$429B
| $5.78M | 0.73% |
29,655
-282
|
|
||
33
CVS Health
CVS
$104B
| $5.59M | 0.71% |
70,440
+3,664
|
|
||
34
Jabil
JBL
$27.6B
| $5.55M | 0.7% |
24,323
+1,676
|
|
||
35
Parker-Hannifin
PH
$128B
| $5.49M | 0.7% |
6,248
+430
|
|
||
36
Cadence Design Systems
CDNS
$82.7B
| $5.43M | 0.69% |
17,364
-221
|
|
||
37
AAR Corp
AIR
$4.74B
| $5.19M | 0.66% |
62,659
+4,234
|
|
||
38
GSK
GSK
$117B
| $5.11M | 0.65% |
104,136
+7,073
|
|
||
39
Lantheus
LNTH
$5.06B
| $5.02M | 0.64% |
75,446
-4,240
|
|
||
40
McKesson
MCK
$121B
| $4.92M | 0.63% |
5,999
+352
|
|
||
41
OSI Systems
OSIS
$4.72B
| $4.88M | 0.62% |
19,126
+1,579
|
|
||
42
Albemarle
ALB
$21B
| $4.85M | 0.62% |
34,260
-7,590
|
|
||
43
Onto Innovation
ONTO
$10.8B
| $4.82M | 0.61% |
30,507
-2,726
|
|
||
44
L3Harris
LHX
$70.7B
| $4.8M | 0.61% |
16,342
+549
|
|
||
45
Energy Fuels
UUUU
$5.63B
| $4.76M | 0.6% |
327,265
-117,855
|
|
||
46
Arm
ARM
$132B
| $4.75M | 0.6% |
43,416
-536
|
|
||
47
Antero Resources
AR
$11.4B
| $4.68M | 0.6% |
135,934
+56,936
|
|
||
48
Hartford Financial Services
HIG
$39.3B
| $4.62M | 0.59% |
33,558
+1,815
|
|
||
49
AstraZeneca
AZN
$316B
| $4.61M | 0.59% |
50,112
+1,797
|
|
||
50
PTC
PTC
$18.8B
| $4.59M | 0.58% |
26,348
+6,066
|
|