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
WEC icon
176
WEC Energy
WEC
$36.1B
$285K 0.04%
2,735
+373
ABBV icon
177
AbbVie
ABBV
$411B
$283K 0.04%
1,525
-567
QCOM icon
178
Qualcomm
QCOM
$186B
$283K 0.04%
1,776
-20,519
LH icon
179
Labcorp
LH
$22.1B
$283K 0.04%
1,077
+167
XEL icon
180
Xcel Energy
XEL
$47.7B
$281K 0.04%
4,124
+582
SPY icon
181
SPDR S&P 500 ETF Trust
SPY
$667B
$279K 0.04%
452
VTI icon
182
Vanguard Total Stock Market ETF
VTI
$547B
$271K 0.04%
892
BSX icon
183
Boston Scientific
BSX
$152B
$269K 0.04%
2,500
CL icon
184
Colgate-Palmolive
CL
$62.9B
$267K 0.04%
2,942
+413
BRZE icon
185
Braze
BRZE
$3.2B
$267K 0.04%
9,514
-533
BR icon
186
Broadridge
BR
$26.4B
$263K 0.04%
1,082
+144
SXT icon
187
Sensient Technologies
SXT
$3.99B
$263K 0.04%
+2,667
DTE icon
188
DTE Energy
DTE
$28.5B
$263K 0.04%
1,983
+268
IJR icon
189
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$261K 0.04%
2,392
+216
EPD icon
190
Enterprise Products Partners
EPD
$69.8B
$254K 0.04%
8,204
-3,000
AVB icon
191
AvalonBay Communities
AVB
$25.2B
$252K 0.04%
1,240
+179
DGX icon
192
Quest Diagnostics
DGX
$20.8B
$251K 0.04%
1,398
+190
LNT icon
193
Alliant Energy
LNT
$17.3B
$251K 0.04%
4,147
+566
AWK icon
194
American Water Works
AWK
$25.7B
$248K 0.04%
1,781
+249
NVO icon
195
Novo Nordisk
NVO
$214B
$244K 0.04%
3,531
-2,087
NI icon
196
NiSource
NI
$20.3B
$243K 0.04%
6,036
+815
BRK.B icon
197
Berkshire Hathaway Class B
BRK.B
$1.1T
$243K 0.04%
500
NVS icon
198
Novartis
NVS
$252B
$242K 0.04%
2,000
STZ icon
199
Constellation Brands
STZ
$22.5B
$239K 0.04%
1,472
+200
CHD icon
200
Church & Dwight Co
CHD
$20.2B
$228K 0.03%
2,375
+346
6 7
8
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