SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Return 14.64%
This Quarter Return
+2.71%
1 Year Return
+14.64%
3 Year Return
+60.49%
5 Year Return
+79.33%
10 Year Return
+186.95%
AUM
$769M
AUM Growth
+$65.2M
Cap. Flow
+$53.1M
Cap. Flow %
6.9%
Top 10 Hldgs %
20.71%
Holding
282
New
36
Increased
134
Reduced
24
Closed
29

Top Buys

1
DT icon
Dynatrace
DT
$11.7M
2
CRWD icon
CrowdStrike
CRWD
$9.9M
3
ZEN
ZENDESK INC
ZEN
$9.2M
4
DOCU icon
DocuSign
DOCU
$8.89M
5
CRM icon
Salesforce
CRM
$8.59M

Top Sells

1
AMD icon
Advanced Micro Devices
AMD
$11.8M
2
ANSS
Ansys
ANSS
$9.54M
3
QRVO icon
Qorvo
QRVO
$9.26M
4
SPGI icon
S&P Global
SPGI
$8.81M
5
MKTX icon
MarketAxess Holdings
MKTX
$6.52M

Sector Composition

1 Technology 37.72%
2 Healthcare 10.52%
3 Financials 7.64%
4 Industrials 7.46%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
UNH icon
51
UnitedHealth
UNH
$280B
$3.01M 0.39%
7,703
+861
+13% +$336K
ABT icon
52
Abbott
ABT
$231B
$2.99M 0.39%
25,296
+2,428
+11% +$287K
TFC icon
53
Truist Financial
TFC
$60.3B
$2.97M 0.39%
50,699
+4,018
+9% +$236K
SLP icon
54
Simulations Plus
SLP
$285M
$2.95M 0.38%
74,599
+3,179
+4% +$126K
SYF icon
55
Synchrony
SYF
$28.6B
$2.92M 0.38%
59,671
+5,006
+9% +$245K
NDAQ icon
56
Nasdaq
NDAQ
$53.9B
$2.9M 0.38%
45,108
+5,946
+15% +$383K
CPT icon
57
Camden Property Trust
CPT
$11.7B
$2.86M 0.37%
19,379
-1,706
-8% -$252K
PXD
58
DELISTED
Pioneer Natural Resource Co.
PXD
$2.85M 0.37%
+17,099
New +$2.85M
SNA icon
59
Snap-on
SNA
$17B
$2.83M 0.37%
13,555
+1,218
+10% +$254K
JBL icon
60
Jabil
JBL
$22.3B
$2.82M 0.37%
48,237
+1,862
+4% +$109K
HD icon
61
Home Depot
HD
$410B
$2.8M 0.36%
8,536
+712
+9% +$234K
CCI icon
62
Crown Castle
CCI
$41.5B
$2.79M 0.36%
16,083
+1,316
+9% +$228K
CRL icon
63
Charles River Laboratories
CRL
$7.96B
$2.77M 0.36%
+6,712
New +$2.77M
CRVL icon
64
CorVel
CRVL
$4.39B
$2.74M 0.36%
44,190
+1,317
+3% +$81.8K
VOO icon
65
Vanguard S&P 500 ETF
VOO
$728B
$2.73M 0.35%
6,909
-743
-10% -$293K
SCHW icon
66
Charles Schwab
SCHW
$177B
$2.7M 0.35%
37,051
+3,220
+10% +$235K
UNP icon
67
Union Pacific
UNP
$132B
$2.67M 0.35%
13,606
+833
+7% +$163K
ABBV icon
68
AbbVie
ABBV
$375B
$2.64M 0.34%
24,514
+1,938
+9% +$209K
PH icon
69
Parker-Hannifin
PH
$95.3B
$2.64M 0.34%
9,448
+1,086
+13% +$304K
COST icon
70
Costco
COST
$424B
$2.63M 0.34%
5,850
+645
+12% +$290K
DLR icon
71
Digital Realty Trust
DLR
$55.1B
$2.61M 0.34%
18,097
+5,288
+41% +$764K
LOW icon
72
Lowe's Companies
LOW
$148B
$2.61M 0.34%
12,888
+856
+7% +$174K
MDLZ icon
73
Mondelez International
MDLZ
$79B
$2.61M 0.34%
44,872
+2,082
+5% +$121K
MIME
74
DELISTED
Mimecast Limited
MIME
$2.54M 0.33%
39,947
+2,280
+6% +$145K
WAB icon
75
Wabtec
WAB
$32.9B
$2.54M 0.33%
29,459
+3,210
+12% +$277K
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