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
$11.2B
$228K 0.03%
6,144
+1,016
CMS icon
202
CMS Energy
CMS
$22.5B
$227K 0.03%
3,281
+442
UDR icon
203
UDR
UDR
$11.5B
$217K 0.03%
+5,316
GGG icon
204
Graco
GGG
$13.3B
$215K 0.03%
+2,506
STE icon
205
Steris
STE
$25.4B
$211K 0.03%
+880
MFC icon
206
Manulife Financial
MFC
$57.9B
$204K 0.03%
+6,390
CINF icon
207
Cincinnati Financial
CINF
$25.6B
$202K 0.03%
+1,357
EGRX
208
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
$34.8K 0.01%
12,000
URG
209
Ur-Energy
URG
$448M
$11.7K ﹤0.01%
11,127
+420
BAC icon
210
Bank of America
BAC
$384B
– –
-14,000
BDX icon
211
Becton Dickinson
BDX
$55.3B
– –
-1,236
BILL icon
212
BILL Holdings
BILL
$5.04B
– –
-73,102
BL icon
213
BlackLine
BL
$3.25B
– –
-98,879
BMY icon
214
Bristol-Myers Squibb
BMY
$95B
– –
-4,500
BX icon
215
Blackstone
BX
$109B
– –
-3,242
CLX icon
216
Clorox
CLX
$12.6B
– –
-1,371
CXM icon
217
Sprinklr
CXM
$1.78B
– –
-689,610
DOW icon
218
Dow Inc
DOW
$16.3B
– –
-68,465
EDV icon
219
Vanguard World Funds Extended Duration ETF
EDV
$3.88B
– –
-10,420
ENB icon
220
Enbridge
ENB
$104B
– –
-8,968
GAMB icon
221
Gambling.com
GAMB
$184M
– –
-169,700
GD icon
222
General Dynamics
GD
$93B
– –
-793
HLIT icon
223
Harmonic Inc
HLIT
$1.07B
– –
-300,196
MDLZ icon
224
Mondelez International
MDLZ
$73.4B
– –
-2,989
NEM icon
225
Newmont
NEM
$95.8B
– –
-7,000
6 7 8
9
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