SLG
Stanley-Laman Group Portfolio holdings
AUM
$702M
1-Year Est. Return
25.77%
1 Year Est. Return
+25.77%
AUM
$702M
AUM Growth
+$28.5M
(+4.2%)
Holding
332
Top Buys
| 1 | +$9.46M | |
| 2 | +$8.9M | |
| 3 | +$8.79M | |
| 4 |
Monolithic Power Systems
MPWR
|
+$8.5M |
| 5 |
KLA
KLAC
|
+$8.23M |
Top Sells
| 1 | +$7.4M | |
| 2 | +$7.37M | |
| 3 | +$7.34M | |
| 4 |
MongoDB
MDB
|
+$6.79M |
| 5 |
Rambus
RMBS
|
+$6.61M |
Sector Composition
| 1 | Technology | 31.32% |
| 2 | Industrials | 13.02% |
| 3 | Healthcare | 7.84% |
| 4 | Energy | 7.44% |
| 5 | Financials | 6.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Waste Management
WM
$87B
| $4.16M | 0.59% |
18,825
-1,649
|
|
||
52
Interactive Brokers
IBKR
$28.3B
| $4.13M | 0.59% |
59,973
-9,189
|
|
||
53
PTC
PTC
$20.9B
| $4.12M | 0.59% |
20,282
-3,383
|
|
||
54
Lantheus
LNTH
$3.92B
| $4.09M | 0.58% |
79,686
+22,229
|
|
||
55
Archer Daniels Midland
ADM
$29.1B
| $3.98M | 0.57% |
66,675
-8,708
|
|
||
56
Select Water Solutions
WTTR
$1.08B
| $3.97M | 0.57% |
371,073
-7,701
|
|
||
57
NexGen Energy
NXE
$5.81B
| $3.95M | 0.56% |
441,775
-9,279
|
|
||
58
TJX Companies
TJX
$168B
| $3.95M | 0.56% |
27,327
-760
|
|
||
59
Valero Energy
VLO
$55.1B
| $3.92M | 0.56% |
23,044
-896
|
|
||
60
Cencora
COR
$69.9B
| $3.91M | 0.56% |
12,522
-1,764
|
|
||
61
NXP Semiconductors
NXPI
$50.2B
| $3.91M | 0.56% |
17,177
-895
|
|
||
62
GXO Logistics
GXO
$5.77B
| $3.83M | 0.55% |
72,486
-27,878
|
|
||
63
FNB Corp
FNB
$5.98B
| $3.79M | 0.54% |
235,229
-703
|
|
||
64
Automatic Data Processing
ADP
$103B
| $3.76M | 0.54% |
12,796
-369
|
|
||
65
Snap-on
SNA
$17.6B
| $3.72M | 0.53% |
10,734
-320
|
|
||
66
GoDaddy
GDDY
$17.3B
| $3.71M | 0.53% |
+27,112
|
|
||
67
TD Synnex
SNX
$12.4B
| $3.71M | 0.53% |
22,651
-2,878
|
|
||
68
AstraZeneca
AZN
$281B
| $3.71M | 0.53% |
48,315
-2,688
|
|
||
69
SLB Ltd
SLB
$54.7B
| $3.7M | 0.53% |
107,642
+24,473
|
|
||
70
Air Lease Corp
AL
$7.14B
| $3.69M | 0.53% |
57,917
-24,527
|
|
||
71
Sibanye-Stillwater
SBSW
$9.29B
| $3.68M | 0.52% |
+327,345
|
|
||
72
LiveRamp
RAMP
$1.82B
| $3.65M | 0.52% |
134,518
-1,282
|
|
||
73
Stifel
SF
$12.3B
| $3.62M | 0.52% |
31,907
-876
|
|
||
74
Neurocrine Biosciences
NBIX
$15B
| $3.56M | 0.51% |
25,354
-17,167
|
|
||
75
Honeywell
HON
$121B
| $3.51M | 0.5% |
16,651
-1,234
|
|