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
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$6.61M
3
+$6.1M
4
TENB icon
Tenable Holdings
TENB
+$6.06M
5
CIEN icon
Ciena
CIEN
+$5.94M

Top Sells

1
+$8.25M
2
+$7.73M
3
+$6.96M
4
CXM icon
Sprinklr
CXM
+$5.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.72M

Sector Composition

1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOS icon
101
A.O. Smith
AOS
$9.01B
$2.59M 0.38%
39,439
-3,550
UPS icon
102
United Parcel Service
UPS
$81.4B
$2.39M 0.36%
23,682
-2,347
IBN icon
103
ICICI Bank
IBN
$111B
$2.35M 0.35%
70,000
PLD icon
104
Prologis
PLD
$114B
$2.34M 0.35%
22,295
-2,219
TXT icon
105
Textron
TXT
$14.2B
$2.14M 0.32%
26,688
-2,719
JPM icon
106
JPMorgan Chase
JPM
$827B
$2.09M 0.31%
7,196
-4,548
TGT icon
107
Target
TGT
$40.9B
$2.02M 0.3%
20,524
-1,472
PTEN icon
108
Patterson-UTI
PTEN
$2.27B
$2.02M 0.3%
341,178
-10,603
HBAN icon
109
Huntington Bancshares
HBAN
$24.6B
$2M 0.3%
+119,605
LYB icon
110
LyondellBasell Industries
LYB
$14.6B
$1.84M 0.27%
31,774
-2,981
PATH icon
111
UiPath
PATH
$7.45B
$1.7M 0.25%
132,910
-604,050
O icon
112
Realty Income
O
$52.3B
$1.69M 0.25%
29,303
+11,018
INDA icon
113
iShares MSCI India ETF
INDA
$9.6B
$1.67M 0.25%
30,000
NFLX icon
114
Netflix
NFLX
$471B
$1.42M 0.21%
1,062
-150
META icon
115
Meta Platforms (Facebook)
META
$1.54T
$1.41M 0.21%
1,907
-902
ASML icon
116
ASML
ASML
$391B
$1.19M 0.18%
4,849
-207
SNPS icon
117
Synopsys
SNPS
$72.4B
$1.03M 0.15%
2,003
+4
MMYT icon
118
MakeMyTrip
MMYT
$7.25B
$980K 0.15%
+10,000
NDAQ icon
119
Nasdaq
NDAQ
$49.7B
$778K 0.12%
8,706
+228
SPGI icon
120
S&P Global
SPGI
$150B
$772K 0.11%
1,464
-168
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$123B
$763K 0.11%
1,797
BRK.A icon
122
Berkshire Hathaway Class A
BRK.A
$1.1T
$729K 0.11%
1
IJH icon
123
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$726K 0.11%
11,711
+619
AXP icon
124
American Express
AXP
$246B
$649K 0.1%
2,035
-491
VEA icon
125
Vanguard FTSE Developed Markets ETF
VEA
$180B
$643K 0.1%
11,286
+472
3 4
5
6 7