SLG

Stanley-Laman Group Portfolio holdings

AUM $702M
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$8.9M
3
+$8.79M
4
MPWR icon
Monolithic Power Systems
MPWR
+$8.5M
5
KLAC icon
KLA
KLAC
+$8.23M

Top Sells

1
+$7.4M
2
+$7.37M
3
+$7.34M
4
MDB icon
MongoDB
MDB
+$6.79M
5
RMBS icon
Rambus
RMBS
+$6.61M

Sector Composition

1 Technology 31.32%
2 Industrials 13.02%
3 Healthcare 7.84%
4 Energy 7.44%
5 Financials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTEN icon
101
Patterson-UTI
PTEN
$2.23B
$2.21M 0.31%
426,282
+85,104
TXT icon
102
Textron
TXT
$14.5B
$2.21M 0.31%
26,131
-557
AXSM icon
103
Axsome Therapeutics
AXSM
$7.51B
$2.13M 0.3%
+17,501
HBAN icon
104
Huntington Bancshares
HBAN
$25.9B
$2.05M 0.29%
118,932
-673
CORT icon
105
Corcept Therapeutics
CORT
$8.39B
$2.03M 0.29%
+24,483
RELI icon
106
Reliance Global Group
RELI
$6.55M
$2.03M 0.29%
+7,221
BABA icon
107
Alibaba
BABA
$392B
$1.97M 0.28%
+11,000
EXE
108
Expand Energy Corp
EXE
$29B
$1.88M 0.27%
+17,706
TGT icon
109
Target
TGT
$41.4B
$1.83M 0.26%
20,377
-147
O icon
110
Realty Income
O
$52.8B
$1.78M 0.25%
29,303
LYB icon
111
LyondellBasell Industries
LYB
$15.4B
$1.58M 0.22%
32,188
+414
WRD
112
WeRide Inc
WRD
$2.91B
$1.54M 0.22%
+155,977
MMYT icon
113
MakeMyTrip
MMYT
$6.9B
$1.4M 0.2%
15,000
+5,000
NFLX icon
114
Netflix
NFLX
$462B
$1.33M 0.19%
11,100
+480
GRAB icon
115
Grab
GRAB
$21.5B
$1.2M 0.17%
+200,000
GLW icon
116
Corning
GLW
$71.1B
$946K 0.13%
11,529
IWF icon
117
iShares Russell 1000 Growth ETF
IWF
$125B
$842K 0.12%
1,797
IBN icon
118
ICICI Bank
IBN
$109B
$756K 0.11%
25,000
-45,000
BRK.A icon
119
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.11%
1
IJH icon
120
iShares Core S&P Mid-Cap ETF
IJH
$101B
$733K 0.1%
11,227
-484
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$184B
$686K 0.1%
11,455
+169
BK icon
122
Bank of New York Mellon
BK
$78B
$675K 0.1%
6,198
MSCI icon
123
MSCI
MSCI
$42.1B
$600K 0.09%
1,058
AXP icon
124
American Express
AXP
$248B
$586K 0.08%
1,764
-271
XNTK icon
125
State Street SPDR NYSE Technology ETF
XNTK
$1.46B
$550K 0.08%
1,953
3 4
5
6 7