SLG
Stanley-Laman Group Portfolio holdings
AUM
$673M
1-Year Return
14.64%
This Quarter Return
+4.57%
1 Year Return
+14.64%
3 Year Return
+60.49%
5 Year Return
+79.33%
10 Year Return
+186.95%
AUM
$850M
AUM Growth
+$81.1M
(+11%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
17.3%
Holding
316
New
63
Increased
100
Reduced
42
Closed
58
Top Buys
| 1 |
Robinhood
HOOD
|
$10.6M |
| 2 |
SiTime
SITM
|
$10.5M |
| 3 |
Snap
SNAP
|
$10.4M |
| 4 |
Ambarella
AMBA
|
$10.3M |
| 5 |
Enphase Energy
ENPH
|
$10M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$21.1M |
| 2 |
Repligen
RGEN
|
$11.9M |
| 3 |
Salesforce
CRM
|
$11.7M |
| 4 |
MSCI
MSCI
|
$11.1M |
| 5 |
Morningstar
MORN
|
$11M |
Sector Composition
| 1 | Technology | 40.55% |
| 2 | Healthcare | 13.49% |
| 3 | Communication Services | 6.46% |
| 4 | Financials | 6.22% |
| 5 | Industrials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
LeMaitre Vascular
LMAT
$2.21B
| $489K | 0.06% |
+9,740
| New | +$489K |
|
152
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $479K | 0.06% |
8,455
-430
| -5% | -$24.4K |
|
153
Tesla
TSLA
$1.13T
| $470K | 0.06% |
1,335
-28,293
| -95% | -$9.96M |
|
154
Zoom
ZM
$25B
| $448K | 0.05% |
2,437
-20,187
| -89% | -$3.71M |
|
155
Zillow
ZG
$20.5B
| $437K | 0.05% |
7,022
+512
| +8% | +$31.9K |
|
156
Domo
DOMO
$603M
| $400K | 0.05% |
+8,070
| New | +$400K |
|
157
Accenture
ACN
$159B
| $396K | 0.05% |
956
-24
| -2% | -$9.94K |
|
158
Blackstone
BX
$133B
| $388K | 0.05% |
3,000
| – | – |
|
159
DuPont de Nemours
DD
$32.6B
| $380K | 0.04% |
+4,700
| New | +$380K |
|
160
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $351K | 0.04% |
6,877
-288
| -4% | -$14.7K |
|
161
Procter & Gamble
PG
$375B
| $348K | 0.04% |
2,128
| – | – |
|
162
SPDR NYSE Technology ETF
XNTK
$1.26B
| $340K | 0.04% |
1,953
| – | – |
|
163
Autodesk
ADSK
$69.5B
| $316K | 0.04% |
1,123
-34,756
| -97% | -$9.78M |
|
164
Elevance Health
ELV
$70.6B
| $316K | 0.04% |
682
| – | – |
|
165
Intel
INTC
$107B
| $310K | 0.04% |
6,027
+2,000
| +50% | +$103K |
|
166
Axcelis
ACLS
$2.53B
| $302K | 0.04% |
+4,049
| New | +$302K |
|
167
Amkor Technology
AMKR
$6.09B
| $301K | 0.04% |
+12,132
| New | +$301K |
|
168
Inspire Medical Systems
INSP
$2.56B
| $300K | 0.04% |
+1,302
| New | +$300K |
|
169
Vanguard Total Stock Market ETF
VTI
$528B
| $300K | 0.04% |
1,241
-13
| -1% | -$3.14K |
|
170
Coca-Cola
KO
$292B
| $296K | 0.03% |
5,000
| – | – |
|
171
Onto Innovation
ONTO
$5.1B
| $283K | 0.03% |
+2,792
| New | +$283K |
|
172
Diodes
DIOD
$2.46B
| $277K | 0.03% |
+2,526
| New | +$277K |
|
173
MaxLinear
MXL
$1.36B
| $272K | 0.03% |
+3,609
| New | +$272K |
|
174
Littelfuse
LFUS
$6.51B
| $270K | 0.03% |
+858
| New | +$270K |
|
175
Medpace
MEDP
$13.7B
| $270K | 0.03% |
+1,241
| New | +$270K |
|