SLG

Stanley-Laman Group Portfolio holdings

AUM $787M
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
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
+$8.22M
2
+$8.15M
3
+$8.05M
4
ANET icon
Arista Networks
ANET
+$7.87M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.49M

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
$4.19B
$2.21M 0.31%
426,282
+85,104
TXT icon
102
Textron
TXT
$15B
$2.21M 0.31%
26,131
-557
AXSM icon
103
Axsome Therapeutics
AXSM
$8.21B
$2.13M 0.3%
+17,501
HBAN icon
104
Huntington Bancshares
HBAN
$30.6B
$2.05M 0.29%
118,932
-673
CORT icon
105
Corcept Therapeutics
CORT
$4.05B
$2.03M 0.29%
+24,483
EZRA
106
Reliance Global Group
EZRA
$3.48M
$2.03M 0.29%
+7,221
BABA icon
107
Alibaba
BABA
$291B
$1.97M 0.28%
+11,000
EXE
108
Expand Energy Corp
EXE
$26.8B
$1.88M 0.27%
+17,706
TGT icon
109
Target
TGT
$53.8B
$1.83M 0.26%
20,377
-147
O icon
110
Realty Income
O
$57B
$1.78M 0.25%
29,303
LYB icon
111
LyondellBasell Industries
LYB
$26.5B
$1.58M 0.22%
32,188
+414
WRD
112
WeRide Inc
WRD
$2.43B
$1.54M 0.22%
+155,977
MMYT icon
113
MakeMyTrip
MMYT
$3.45B
$1.4M 0.2%
15,000
+5,000
NFLX icon
114
Netflix
NFLX
$393B
$1.33M 0.19%
11,100
+480
GRAB icon
115
Grab
GRAB
$14.5B
$1.2M 0.17%
+200,000
GLW icon
116
Corning
GLW
$110B
$946K 0.13%
11,529
IWF icon
117
iShares Russell 1000 Growth ETF
IWF
$107B
$842K 0.12%
1,797
IBN icon
118
ICICI Bank
IBN
$90.2B
$756K 0.11%
25,000
-45,000
BRK.A icon
119
Berkshire Hathaway Class A
BRK.A
$1.02T
$754K 0.11%
1
IJH icon
120
iShares Core S&P Mid-Cap ETF
IJH
$103B
$733K 0.1%
11,227
-484
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$196B
$686K 0.1%
11,455
+169
BK icon
122
Bank of New York Mellon
BK
$79.3B
$675K 0.1%
6,198
MSCI icon
123
MSCI
MSCI
$38.9B
$600K 0.09%
1,058
AXP icon
124
American Express
AXP
$204B
$586K 0.08%
1,764
-271
XNTK icon
125
State Street SPDR NYSE Technology ETF
XNTK
$1.38B
$550K 0.08%
1,953
3 4
5
6 7