SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
This Quarter Return
-1.49%
1 Year Return
+14.64%
3 Year Return
+60.49%
5 Year Return
+79.33%
10 Year Return
+186.95%
AUM
$527M
AUM Growth
+$527M
Cap. Flow
-$8.13M
Cap. Flow %
-1.54%
Top 10 Hldgs %
17.47%
Holding
310
New
43
Increased
77
Reduced
31
Closed
80

Top Sells

1
TWLO icon
Twilio
TWLO
$6.42M
2
SEMR icon
Semrush
SEMR
$5.87M
3
MQ icon
Marqeta
MQ
$5.71M
4
SNOW icon
Snowflake
SNOW
$5.49M
5
MDB icon
MongoDB
MDB
$5.44M

Sector Composition

1 Technology 32.02%
2 Industrials 12.75%
3 Healthcare 7.92%
4 Financials 7.77%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SEMR icon
226
Semrush
SEMR
$1.17B
-453,898 Closed -$5.87M
SHW icon
227
Sherwin-Williams
SHW
$91.2B
-9,846 Closed -$2.21M
SNOW icon
228
Snowflake
SNOW
$79.6B
-39,466 Closed -$5.49M
SO icon
229
Southern Company
SO
$102B
-3,172 Closed -$226K
SPSC icon
230
SPS Commerce
SPSC
$4.18B
-19,840 Closed -$2.24M
SXT icon
231
Sensient Technologies
SXT
$4.82B
-2,667 Closed -$215K
TFX icon
232
Teleflex
TFX
$5.59B
-10,366 Closed -$2.55M
TNDM icon
233
Tandem Diabetes Care
TNDM
$845M
-19,191 Closed -$1.14M
TWLO icon
234
Twilio
TWLO
$16.2B
-76,609 Closed -$6.42M
U icon
235
Unity
U
$16.7B
-69,194 Closed -$2.55M
UPWK icon
236
Upwork
UPWK
$2.04B
-66,283 Closed -$1.37M
VMEO icon
237
Vimeo
VMEO
$696M
-593,633 Closed -$3.57M
WK icon
238
Workiva
WK
$4.61B
-16,638 Closed -$1.1M
WRB icon
239
W.R. Berkley
WRB
$27.2B
-3,315 Closed -$226K
SMAR
240
DELISTED
Smartsheet Inc.
SMAR
-37,616 Closed -$1.18M
SWAV
241
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
-13,129 Closed -$2.51M
XM
242
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
-345,406 Closed -$4.32M
SUMO
243
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
-157,973 Closed -$1.18M
DCT
244
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
-63,748 Closed -$947K
PING
245
DELISTED
Ping Identity Holding Corp.
PING
-72,164 Closed -$1.31M