SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$6.61M
3 +$6.1M
4
TENB icon
Tenable Holdings
TENB
+$6.06M
5
CIEN icon
Ciena
CIEN
+$5.94M

Top Sells

1 +$8.25M
2 +$7.73M
3 +$6.96M
4
CXM icon
Sprinklr
CXM
+$5.76M
5
VOO icon
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
MSFT icon
1
Microsoft
MSFT
$3.81T
$14.3M 2.12%
28,703
-3,688
CCJ icon
2
Cameco
CCJ
$37.5B
$13.1M 1.95%
176,809
-59,426
RTX icon
3
RTX Corp
RTX
$212B
$9.43M 1.4%
64,552
-6,144
LIN icon
4
Linde
LIN
$211B
$9.27M 1.38%
19,755
-1,399
ETR icon
5
Entergy
ETR
$42.7B
$7.81M 1.16%
93,937
-7,654
AAPL icon
6
Apple
AAPL
$3.71T
$7.43M 1.1%
36,191
-2,738
FRSH icon
7
Freshworks
FRSH
$3.18B
$7.4M 1.1%
496,264
-52,922
DDOG icon
8
Datadog
DDOG
$54.1B
$7.37M 1.09%
54,851
-6,356
AMBA icon
9
Ambarella
AMBA
$3.54B
$7.34M 1.09%
+111,164
AMZN icon
10
Amazon
AMZN
$2.27T
$7.25M 1.08%
33,044
+7,177
MDB icon
11
MongoDB
MDB
$25.8B
$6.79M 1.01%
32,316
-3,451
RMBS icon
12
Rambus
RMBS
$10.4B
$6.61M 0.98%
+103,312
INTU icon
13
Intuit
INTU
$184B
$6.55M 0.97%
8,313
-356
DT icon
14
Dynatrace
DT
$14.5B
$6.54M 0.97%
118,421
-10,572
TEAM icon
15
Atlassian
TEAM
$39.8B
$6.36M 0.94%
31,311
-3,479
S icon
16
SentinelOne
S
$5.59B
$6.35M 0.94%
347,518
-40,122
TWLO icon
17
Twilio
TWLO
$16.4B
$6.1M 0.91%
+49,014
TENB icon
18
Tenable Holdings
TENB
$3.52B
$6.06M 0.9%
+179,367
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$3.05T
$6.05M 0.9%
34,302
-2,225
NVDA icon
20
NVIDIA
NVDA
$4.45T
$6.03M 0.9%
38,144
-1,099
ESTC icon
21
Elastic
ESTC
$8.63B
$5.97M 0.89%
70,791
-7,790
CIEN icon
22
Ciena
CIEN
$23.7B
$5.94M 0.88%
+73,076
APPF icon
23
AppFolio
APPF
$8.43B
$5.9M 0.88%
+25,615
SNOW icon
24
Snowflake
SNOW
$81.5B
$5.8M 0.86%
25,935
-31,111
TER icon
25
Teradyne
TER
$22.1B
$5.58M 0.83%
+62,090