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
AMPL icon
176
Amplitude
AMPL
$1.37B
– –
-43,691
APPF icon
177
AppFolio
APPF
$8.16B
– –
-25,615
APPN icon
178
Appian
APPN
$2.95B
– –
-143,832
AVB icon
179
AvalonBay Communities
AVB
$25.4B
– –
-1,240
AWK icon
180
American Water Works
AWK
$25.6B
– –
-1,781
BR icon
181
Broadridge
BR
$26.4B
– –
-1,082
BRKR icon
182
Bruker
BRKR
$7.27B
– –
-99,890
BRZE icon
183
Braze
BRZE
$3.15B
– –
-9,514
BURL icon
184
Burlington
BURL
$15.3B
– –
-11,117
CB icon
185
Chubb
CB
$116B
– –
-1,237
CFLT icon
186
Confluent
CFLT
$7.65B
– –
-221,187
CHD icon
187
Church & Dwight Co
CHD
$20.3B
– –
-2,375
CIEN icon
188
Ciena
CIEN
$28.3B
– –
-73,076
CINF icon
189
Cincinnati Financial
CINF
$25.9B
– –
-1,357
CL icon
190
Colgate-Palmolive
CL
$64.4B
– –
-2,942
CMS icon
191
CMS Energy
CMS
$22.3B
– –
-3,281
DCBO
192
Docebo
DCBO
$593M
– –
-11,776
DDOG icon
193
Datadog
DDOG
$55.4B
– –
-54,851
DGX icon
194
Quest Diagnostics
DGX
$20.4B
– –
-1,398
DT icon
195
Dynatrace
DT
$13.5B
– –
-118,421
DTE icon
196
DTE Energy
DTE
$27.7B
– –
-1,983
DUK icon
197
Duke Energy
DUK
$93.9B
– –
-2,840
ESTC icon
198
Elastic
ESTC
$7.49B
– –
-70,791
EXC icon
199
Exelon
EXC
$46.1B
– –
-10,293
FRSH icon
200
Freshworks
FRSH
$3.34B
– –
-496,264
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