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
NEE icon
126
NextEra Energy
NEE
$192B
$1.23M 0.15%
+13,291
NFLX icon
127
Netflix
NFLX
$410B
$1.15M 0.14%
11,950
+783
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$125B
$1.15M 0.14%
2,692
+1,072
GRAB icon
129
Grab
GRAB
$17.3B
$1.13M 0.14%
310,000
-50,000
MAR icon
130
Marriott International
MAR
$100B
$1.11M 0.14%
3,390
+550
CB icon
131
Chubb
CB
$129B
$1.04M 0.13%
3,187
SE icon
132
Sea Limited
SE
$54.1B
$994K 0.12%
12,000
+7,000
IJH icon
133
iShares Core S&P Mid-Cap ETF
IJH
$115B
$975K 0.12%
14,435
+135
BK icon
134
Bank of New York Mellon
BK
$92.7B
$873K 0.11%
7,361
+1,050
BRK.A icon
135
Berkshire Hathaway Class A
BRK.A
$1.02T
$718K 0.09%
1
ETN icon
136
Eaton
ETN
$158B
$712K 0.09%
1,990
+776
MRK icon
137
Merck
MRK
$294B
$712K 0.09%
5,916
-2,215
SPY icon
138
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$706K 0.09%
1,086
+1
MTZ icon
139
MasTec
MTZ
$29.2B
$687K 0.08%
2,136
HD icon
140
Home Depot
HD
$348B
$685K 0.08%
2,083
+222
KEYS icon
141
Keysight
KEYS
$57.3B
$684K 0.08%
2,422
ZTS icon
142
Zoetis
ZTS
$51.5B
$637K 0.08%
5,387
PWR icon
143
Quanta Services
PWR
$90.3B
$606K 0.07%
1,103
+24
AME icon
144
Ametek
AME
$54.1B
$577K 0.07%
2,693
OEF icon
145
iShares S&P 100 ETF
OEF
$19.4B
$572K 0.07%
876
MSCI icon
146
MSCI
MSCI
$41.6B
$570K 0.07%
1,058
AXP icon
147
American Express
AXP
$227B
$562K 0.07%
1,857
+93
AEP icon
148
American Electric Power
AEP
$72.7B
$554K 0.07%
4,227
SCCO icon
149
Southern Copper
SCCO
$161B
$545K 0.07%
3,167
-1
VB icon
150
Vanguard Small-Cap ETF
VB
$76.9B
$533K 0.07%
+2,036
4 5
6
7 8