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
IWD icon
126
iShares Russell 1000 Value ETF
IWD
$71.6B
$528K 0.08%
2,596
NDAQ icon
127
Nasdaq
NDAQ
$57.1B
$526K 0.08%
5,951
-2,755
AME icon
128
Ametek
AME
$48.6B
$505K 0.07%
+2,687
VRT icon
129
Vertiv
VRT
$66B
$500K 0.07%
+3,313
LINC icon
130
Lincoln Educational Services
LINC
$795M
$495K 0.07%
+2,097
IBM icon
131
IBM
IBM
$279B
$479K 0.07%
1,696
+196
AEP icon
132
American Electric Power
AEP
$63.8B
$473K 0.07%
4,204
-1,984
BIV icon
133
Vanguard Intermediate-Term Bond ETF
BIV
$27.2B
$472K 0.07%
5,608
-166
IP icon
134
International Paper
IP
$22.6B
$468K 0.07%
10,093
SPGI icon
135
S&P Global
SPGI
$165B
$465K 0.07%
956
-508
CAT icon
136
Caterpillar
CAT
$303B
$458K 0.07%
+960
MTZ icon
137
MasTec
MTZ
$17.8B
$455K 0.06%
+2,136
PWR icon
138
Quanta Services
PWR
$65.2B
$447K 0.06%
+1,079
ETN icon
139
Eaton
ETN
$130B
$440K 0.06%
+1,177
ABB
140
DELISTED
ABB Ltd
ABB
$440K 0.06%
+6,117
CEG icon
141
Constellation Energy
CEG
$124B
$428K 0.06%
+1,301
AMAT icon
142
Applied Materials
AMAT
$253B
$424K 0.06%
2,072
+322
KEYS icon
143
Keysight
KEYS
$36B
$424K 0.06%
+2,422
IEI icon
144
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$421K 0.06%
3,527
-197
ROK icon
145
Rockwell Automation
ROK
$46.9B
$418K 0.06%
+1,195
VST icon
146
Vistra
VST
$61B
$414K 0.06%
+2,115
BLK icon
147
Blackrock
BLK
$179B
$408K 0.06%
350
+10
SPXC icon
148
SPX Corp
SPXC
$10.5B
$406K 0.06%
+2,176
EME icon
149
Emcor
EME
$29.6B
$399K 0.06%
+615
EMR icon
150
Emerson Electric
EMR
$83.2B
$398K 0.06%
+3,036
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6
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