SLG

Stanley-Laman Group Portfolio holdings

AUM $814M
1-Year Est. Return 41.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$6.07M
3
+$6.01M
4
VRT icon
Vertiv
VRT
+$5.77M
5
HPE icon
Hewlett Packard
HPE
+$5.58M

Top Sells

1
+$6.2M
2
+$6.15M
3
+$5.78M
4
SNPS icon
Synopsys
SNPS
+$5.48M
5
CDNS icon
Cadence Design Systems
CDNS
+$5.43M

Sector Composition

1 Technology 26.57%
2 Industrials 14.85%
3 Energy 10.79%
4 Healthcare 8.83%
5 Financials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IONS icon
101
Ionis Pharmaceuticals
IONS
$12.5B
$2.95M 0.36%
39,306
+2,794
ADP icon
102
Automatic Data Processing
ADP
$80.7B
$2.78M 0.34%
13,682
+355
CORT icon
103
Corcept Therapeutics
CORT
$4.91B
$2.77M 0.34%
68,625
+35,314
AOS icon
104
A.O. Smith
AOS
$8.96B
$2.71M 0.33%
41,142
+1,431
TGT icon
105
Target
TGT
$57.9B
$2.67M 0.33%
22,005
+994
EZRA
106
Reliance Global Group
EZRA
$4.14M
$2.67M 0.33%
8,774
+1,111
TXT icon
107
Textron
TXT
$15.9B
$2.51M 0.31%
28,664
+798
DLR icon
108
Digital Realty Trust
DLR
$70B
$2.37M 0.29%
13,134
RPRX icon
109
Royalty Pharma
RPRX
$22.2B
$2.36M 0.29%
+49,286
JPM icon
110
JPMorgan Chase
JPM
$831B
$2.32M 0.28%
7,870
+320
RCL icon
111
Royal Caribbean
RCL
$77.2B
$2.25M 0.28%
8,189
+449
GEV icon
112
GE Vernova
GEV
$270B
$2.17M 0.27%
2,484
+951
EXE
113
Expand Energy Corp
EXE
$23B
$2.1M 0.26%
19,142
+1,416
HBAN icon
114
Huntington Bancshares
HBAN
$34.3B
$2.03M 0.25%
129,559
+9,749
APH icon
115
Amphenol
APH
$186B
$1.91M 0.23%
15,102
+1,422
O icon
116
Realty Income
O
$60.7B
$1.79M 0.22%
29,303
BABA icon
117
Alibaba
BABA
$337B
$1.63M 0.2%
13,000
-1,500
GLW icon
118
Corning
GLW
$141B
$1.57M 0.19%
11,529
CRNT icon
119
Ceragon Networks
CRNT
$229M
$1.49M 0.18%
+691,854
DVN icon
120
Devon Energy
DVN
$27.5B
$1.44M 0.18%
28,651
+2,505
DAL icon
121
Delta Air Lines
DAL
$47.1B
$1.39M 0.17%
20,942
PANW icon
122
Palo Alto Networks
PANW
$136B
$1.39M 0.17%
8,663
-36,602
MELI icon
123
Mercado Libre
MELI
$94.1B
$1.38M 0.17%
800
-100
VEA icon
124
Vanguard FTSE Developed Markets ETF
VEA
$223B
$1.3M 0.16%
20,351
+8,410
WRD
125
WeRide Inc
WRD
$2.75B
$1.25M 0.15%
154,281
-2,700
3 4
5
6 7