SLG
Stanley-Laman Group Portfolio holdings
AUM
$702M
1-Year Est. Return
25.77%
1 Year Est. Return
+25.77%
AUM
$673M
AUM Growth
+$23.4M
(+3.6%)
Holding
310
Top Buys
| 1 | +$7.34M | |
| 2 | +$6.61M | |
| 3 | +$6.1M | |
| 4 |
Tenable Holdings
TENB
|
+$6.06M |
| 5 |
Ciena
CIEN
|
+$5.94M |
Top Sells
| 1 | +$8.25M | |
| 2 | +$7.73M | |
| 3 | +$6.96M | |
| 4 |
Sprinklr
CXM
|
+$5.76M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$5.72M |
Sector Composition
| 1 | Technology | 33.26% |
| 2 | Industrials | 13.23% |
| 3 | Healthcare | 8.3% |
| 4 | Energy | 6.79% |
| 5 | Financials | 6.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
TETRA Technologies
TTI
$1.55B
| $4.35M | 0.65% |
1,294,410
-121,497
|
|
||
52
Appian
APPN
$2.19B
| $4.29M | 0.64% |
143,832
-14,843
|
|
||
53
Cencora
COR
$67.9B
| $4.28M | 0.64% |
14,286
-4,059
|
|
||
54
Okta
OKTA
$16.3B
| $4.26M | 0.63% |
42,600
-52,404
|
|
||
55
Carlyle Group
CG
$23.6B
| $4.17M | 0.62% |
81,038
-6,579
|
|
||
56
Honeywell
HON
$137B
| $4.17M | 0.62% |
17,885
-1,933
|
|
||
57
McKesson
MCK
$103B
| $4.12M | 0.61% |
5,624
-2,804
|
|
||
58
Bruker
BRKR
$7.47B
| $4.12M | 0.61% |
99,890
+12,154
|
|
||
59
Energy Fuels
UUUU
$4.96B
| $4.11M | 0.61% |
714,322
+11,362
|
|
||
60
Healthcare Services Group
HCSG
$1.32B
| $4.1M | 0.61% |
272,789
-83,789
|
|
||
61
Broadcom
AVGO
$1.63T
| $4.08M | 0.61% |
14,796
-683
|
|
||
62
PTC
PTC
$19.8B
| $4.08M | 0.61% |
23,665
-2,093
|
|
||
63
L3Harris
LHX
$63.7B
| $4.08M | 0.61% |
16,247
-1,416
|
|
||
64
Automatic Data Processing
ADP
$105B
| $4.06M | 0.6% |
13,165
-1,216
|
|
||
65
Hartford Financial Services
HIG
$36.8B
| $4.06M | 0.6% |
31,974
-2,320
|
|
||
66
Archer Daniels Midland
ADM
$32B
| $3.98M | 0.59% |
75,383
-6,719
|
|
||
67
NXP Semiconductors
NXPI
$60B
| $3.95M | 0.59% |
18,072
-2,278
|
|
||
68
Marvell Technology
MRVL
$68.2B
| $3.92M | 0.58% |
50,700
+10,344
|
|
||
69
SPS Commerce
SPSC
$3.45B
| $3.9M | 0.58% |
28,639
+4,886
|
|
||
70
Aon
AON
$74.4B
| $3.89M | 0.58% |
10,903
-915
|
|
||
71
Kirby Corp
KEX
$6.74B
| $3.88M | 0.58% |
34,241
-3,694
|
|
||
72
Interactive Brokers
IBKR
$32.8B
| $3.83M | 0.57% |
69,162
-6,274
|
|
||
73
GSK
GSK
$99.1B
| $3.76M | 0.56% |
97,844
-25,688
|
|
||
74
Pure Storage
PSTG
$23.9B
| $3.72M | 0.55% |
64,532
-6,038
|
|
||
75
Weatherford International
WFRD
$6.22B
| $3.63M | 0.54% |
72,097
+12,948
|
|