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 Buys

1
FROG icon
JFrog
FROG
$10.2M
2
HCP
HashiCorp, Inc. Class A Common Stock
HCP
$8.57M
3
TOST icon
Toast
TOST
$6.44M
4
SDGR icon
Schrodinger
SDGR
$6.38M
5
TWST icon
Twist Bioscience
TWST
$5.86M

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
CFLT icon
26
Confluent
CFLT
$6.85B
$5.07M 0.96% 213,253 -30,123 -12% -$716K
UNH icon
27
UnitedHealth
UNH
$281B
$4.88M 0.93% 9,665 -419 -4% -$212K
FLR icon
28
Fluor
FLR
$6.63B
$4.61M 0.87% 185,040 +7,564 +4% +$188K
ADM icon
29
Archer Daniels Midland
ADM
$30.1B
$4.46M 0.85% 55,483 +1,475 +3% +$119K
WM icon
30
Waste Management
WM
$91.2B
$4.23M 0.8% 26,383 +432 +2% +$69.2K
ABBV icon
31
AbbVie
ABBV
$372B
$4.15M 0.79% 30,897 +639 +2% +$85.8K
ADP icon
32
Automatic Data Processing
ADP
$123B
$4.06M 0.77% 17,935 -5,337 -23% -$1.21M
CVX icon
33
Chevron
CVX
$324B
$4.04M 0.77% 28,105 +927 +3% +$133K
ZM icon
34
Zoom
ZM
$24.4B
$3.95M 0.75% 53,691 -3,780 -7% -$278K
VLO icon
35
Valero Energy
VLO
$47.2B
$3.89M 0.74% 36,445 +1,265 +4% +$135K
SHOP icon
36
Shopify
SHOP
$184B
$3.8M 0.72% +141,071 New +$3.8M
SYY icon
37
Sysco
SYY
$38.5B
$3.74M 0.71% 52,882 +1,298 +3% +$91.8K
SNA icon
38
Snap-on
SNA
$17B
$3.65M 0.69% 18,116 +470 +3% +$94.6K
XYZ
39
Block, Inc.
XYZ
$48.5B
$3.65M 0.69% +66,308 New +$3.65M
SCHW icon
40
Charles Schwab
SCHW
$174B
$3.59M 0.68% 49,916 +1,376 +3% +$98.9K
AIR icon
41
AAR Corp
AIR
$2.72B
$3.57M 0.68% 99,516 +4,371 +5% +$157K
DOCU icon
42
DocuSign
DOCU
$15.5B
$3.56M 0.68% 66,660 -4,204 -6% -$225K
PH icon
43
Parker-Hannifin
PH
$96.2B
$3.49M 0.66% 14,404 +525 +4% +$127K
RF icon
44
Regions Financial
RF
$24.4B
$3.48M 0.66% 173,510 +8,169 +5% +$164K
WAB icon
45
Wabtec
WAB
$33.1B
$3.44M 0.65% 42,220 +1,509 +4% +$123K
HON icon
46
Honeywell
HON
$139B
$3.43M 0.65% 20,510 +409 +2% +$68.3K
A icon
47
Agilent Technologies
A
$35.7B
$3.42M 0.65% 28,169 +643 +2% +$78.2K
LMT icon
48
Lockheed Martin
LMT
$106B
$3.37M 0.64% 8,722 +294 +3% +$114K
PTC icon
49
PTC
PTC
$25.6B
$3.3M 0.63% 31,543 +4,579 +17% +$479K
UNP icon
50
Union Pacific
UNP
$133B
$3.29M 0.62% 16,900 +329 +2% +$64.1K
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