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
$787M
AUM Growth
+$85.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$3.85M
3 +$3.48M
4
RRC icon
Range Resources
RRC
+$3.05M
5
RTX icon
RTX Corp
RTX
+$2.91M

Top Sells

1 +$3.36M
2 +$2M
3 +$2M
4
HCSG icon
Healthcare Services Group
HCSG
+$1.5M
5
CCJ icon
Cameco
CCJ
+$1.33M

Sector Composition

1 Technology 29.57%
2 Industrials 13.26%
3 Healthcare 8.89%
4 Energy 7.82%
5 Financials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLW icon
126
Corning
GLW
$143B
$1.01M 0.13%
11,529
GEV icon
127
GE Vernova
GEV
$301B
$1M 0.13%
+1,533
CB icon
128
Chubb
CB
$126B
$995K 0.13%
+3,187
DVN icon
129
Devon Energy
DVN
$29B
$958K 0.12%
+26,146
IJH icon
130
iShares Core S&P Mid-Cap ETF
IJH
$115B
$944K 0.12%
14,300
+3,073
MAR icon
131
Marriott International
MAR
$98.4B
$881K 0.11%
+2,840
MRK icon
132
Merck
MRK
$278B
$856K 0.11%
8,131
+5,413
IWF icon
133
iShares Russell 1000 Growth ETF
IWF
$125B
$767K 0.1%
1,620
-177
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.01T
$755K 0.1%
1
VEA icon
135
Vanguard FTSE Developed Markets ETF
VEA
$219B
$746K 0.09%
11,941
+486
SPY icon
136
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$740K 0.09%
1,085
+633
BK icon
137
Bank of New York Mellon
BK
$94.3B
$733K 0.09%
6,311
+113
MDB icon
138
MongoDB
MDB
$21.4B
$732K 0.09%
+1,744
ZTS icon
139
Zoetis
ZTS
$49.6B
$678K 0.09%
+5,387
AXP icon
140
American Express
AXP
$228B
$653K 0.08%
1,764
CRM icon
141
Salesforce
CRM
$156B
$643K 0.08%
+2,429
HD icon
142
Home Depot
HD
$340B
$640K 0.08%
+1,861
SE icon
143
Sea Limited
SE
$52.1B
$638K 0.08%
+5,000
MSCI icon
144
MSCI
MSCI
$44.4B
$607K 0.08%
1,058
OEF icon
145
iShares S&P 100 ETF
OEF
$19.3B
$600K 0.08%
876
+378
IBN icon
146
ICICI Bank
IBN
$102B
$596K 0.08%
20,000
-5,000
NDAQ icon
147
Nasdaq
NDAQ
$49.3B
$581K 0.07%
5,982
+31
XNTK icon
148
State Street SPDR NYSE Technology ETF
XNTK
$1.74B
$562K 0.07%
3,906
+1,953
AME icon
149
Ametek
AME
$52.8B
$553K 0.07%
2,693
+6
VRT icon
150
Vertiv
VRT
$117B
$537K 0.07%
3,313