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
WTRG icon
201
Essential Utilities
WTRG
$11.3B
$228K 0.03%
6,144
+1,016
CMS icon
202
CMS Energy
CMS
$21.8B
$227K 0.03%
3,281
+442
UDR icon
203
UDR
UDR
$12.4B
$217K 0.03%
+5,316
GGG icon
204
Graco
GGG
$14.6B
$215K 0.03%
+2,506
STE icon
205
Steris
STE
$26.4B
$211K 0.03%
+880
MFC icon
206
Manulife Financial
MFC
$62.7B
$204K 0.03%
+6,390
CINF icon
207
Cincinnati Financial
CINF
$25.3B
$202K 0.03%
+1,357
EGRX
208
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$34.8K 0.01%
12,000
URG
209
Ur-Energy
URG
$700M
$11.7K ﹤0.01%
11,127
+420
EDV icon
210
Vanguard World Funds Extended Duration ETF
EDV
$4B
– –
-10,420
BAC icon
211
Bank of America
BAC
$382B
– –
-14,000
BDX icon
212
Becton Dickinson
BDX
$59B
– –
-1,236
BILL icon
213
BILL Holdings
BILL
$4.67B
– –
-73,102
BL icon
214
BlackLine
BL
$3.13B
– –
-98,879
BMY icon
215
Bristol-Myers Squibb
BMY
$112B
– –
-4,500
BX icon
216
Blackstone
BX
$126B
– –
-3,242
CLX icon
217
Clorox
CLX
$13.4B
– –
-1,371
CXM icon
218
Sprinklr
CXM
$1.63B
– –
-689,610
DOW icon
219
Dow Inc
DOW
$19.6B
– –
-68,465
ENB icon
220
Enbridge
ENB
$104B
– –
-8,968
GAMB icon
221
Gambling.com
GAMB
$173M
– –
-169,700
GD icon
222
General Dynamics
GD
$99.2B
– –
-793
HLIT icon
223
Harmonic Inc
HLIT
$1.13B
– –
-300,196
MDLZ icon
224
Mondelez International
MDLZ
$73.9B
– –
-2,989
NEM icon
225
Newmont
NEM
$125B
– –
-7,000
6 7 8
9
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