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
$673M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$6.61M
3
+$6.1M
4
TENB icon
Tenable Holdings
TENB
+$6.06M
5
CIEN icon
Ciena
CIEN
+$5.94M

Top Sells

1
+$8.25M
2
+$7.73M
3
+$6.96M
4
CXM icon
Sprinklr
CXM
+$5.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.72M

Sector Composition

1 Technology 33.26%
2 Industrials 13.23%
3 Healthcare 8.3%
4 Energy 6.79%
5 Financials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
151
Blackrock
BLK
$164B
$357K 0.05%
340
+9
RSG icon
152
Republic Services
RSG
$64.9B
$353K 0.05%
1,431
+200
SHY icon
153
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$346K 0.05%
4,180
-98
IEF icon
154
iShares 7-10 Year Treasury Bond ETF
IEF
$38.5B
$346K 0.05%
3,616
-86
DCBO
155
Docebo
DCBO
$637M
$341K 0.05%
11,776
-848
PG icon
156
Procter & Gamble
PG
$345B
$341K 0.05%
2,138
-1,710
DUK icon
157
Duke Energy
DUK
$95.4B
$335K 0.05%
2,840
+386
ISRG icon
158
Intuitive Surgical
ISRG
$195B
$334K 0.05%
614
-254
NEE icon
159
NextEra Energy
NEE
$175B
$328K 0.05%
4,726
+732
VRSK icon
160
Verisk Analytics
VRSK
$30.1B
$321K 0.05%
1,032
+141
AMAT icon
161
Applied Materials
AMAT
$180B
$320K 0.05%
1,750
-975
SYK icon
162
Stryker
SYK
$139B
$317K 0.05%
801
-401
MDT icon
163
Medtronic
MDT
$123B
$316K 0.05%
3,620
+483
JNJ icon
164
Johnson & Johnson
JNJ
$472B
$313K 0.05%
2,047
+285
MMC icon
165
Marsh & McLennan
MMC
$89.6B
$311K 0.05%
1,421
+201
PEP icon
166
PepsiCo
PEP
$199B
$311K 0.05%
2,352
-1,177
OEF icon
167
iShares S&P 100 ETF
OEF
$27.4B
$309K 0.05%
498
ZTS icon
168
Zoetis
ZTS
$53.2B
$308K 0.05%
1,977
+200
XOM icon
169
Exxon Mobil
XOM
$503B
$297K 0.04%
+2,759
VRTX icon
170
Vertex Pharmaceuticals
VRTX
$111B
$297K 0.04%
668
-334
UVSP icon
171
Univest Financial
UVSP
$876M
$297K 0.04%
9,884
PEG icon
172
Public Service Enterprise Group
PEG
$41.3B
$296K 0.04%
3,522
+512
MRK icon
173
Merck
MRK
$231B
$295K 0.04%
3,730
-3,084
KDP icon
174
Keurig Dr Pepper
KDP
$36.9B
$290K 0.04%
8,771
+1,221
AEE icon
175
Ameren
AEE
$28.4B
$285K 0.04%
2,969
+406
5 6
7
8 9