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
DTE icon
201
DTE Energy
DTE
$27.8B
– –
-1,983
DUK icon
202
Duke Energy
DUK
$92.3B
– –
-2,840
ESTC icon
203
Elastic
ESTC
$7.64B
– –
-70,791
EXC icon
204
Exelon
EXC
$44B
– –
-10,293
FRSH icon
205
Freshworks
FRSH
$3.2B
– –
-496,264
GGG icon
206
Graco
GGG
$14.4B
– –
-2,506
HUBS icon
207
HubSpot
HUBS
$18.1B
– –
-9,654
INDA icon
208
iShares MSCI India ETF
INDA
$9.42B
– –
-30,000
INFY icon
209
Infosys
INFY
$78.3B
– –
-30,000
JNJ icon
210
Johnson & Johnson
JNJ
$527B
– –
-2,047
KDP icon
211
Keurig Dr Pepper
KDP
$37.9B
– –
-8,771
KO icon
212
Coca-Cola
KO
$303B
– –
-5,158
KVYO icon
213
Klaviyo
KVYO
$8.02B
– –
-143,230
LH icon
214
Labcorp
LH
$21.7B
– –
-1,077
LNT icon
215
Alliant Energy
LNT
$17.2B
– –
-4,147
MDB icon
216
MongoDB
MDB
$31.7B
– –
-32,316
MDT icon
217
Medtronic
MDT
$127B
– –
-3,620
MFC icon
218
Manulife Financial
MFC
$62.6B
– –
-6,390
NI icon
219
NiSource
NI
$20.5B
– –
-6,036
NVO icon
220
Novo Nordisk
NVO
$254B
– –
-3,531
OKTA icon
221
Okta
OKTA
$16.3B
– –
-42,600
PATH icon
222
UiPath
PATH
$7.91B
– –
-132,910
PEG icon
223
Public Service Enterprise Group
PEG
$39.4B
– –
-3,522
PEP icon
224
PepsiCo
PEP
$200B
– –
-2,352
PG icon
225
Procter & Gamble
PG
$338B
– –
-2,138
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