SLG

Stanley-Laman Group Portfolio holdings

AUM $787M
1-Year Est. Return 24.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.84%
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
INFY icon
201
Infosys
INFY
$71.1B
– –
-30,000
JNJ icon
202
Johnson & Johnson
JNJ
$548B
– –
-2,047
KDP icon
203
Keurig Dr Pepper
KDP
$37.3B
– –
-8,771
MFC icon
204
Manulife Financial
MFC
$63.9B
– –
-6,390
MRSH
205
Marsh
MRSH
$91.3B
– –
-1,421
STZ icon
206
Constellation Brands
STZ
$27.2B
– –
-1,472
SYY icon
207
Sysco
SYY
$40.2B
– –
-45,852
TEAM icon
208
Atlassian
TEAM
$31.1B
– –
-31,311
ABBV icon
209
AbbVie
ABBV
$394B
– –
-1,525
ABT icon
210
Abbott
ABT
$190B
– –
-2,696
AEE icon
211
Ameren
AEE
$27.9B
– –
-2,969
AMBA icon
212
Ambarella
AMBA
$2.76B
– –
-111,164
AMPL icon
213
Amplitude
AMPL
$1.23B
– –
-43,691
APPF icon
214
AppFolio
APPF
$6.82B
– –
-25,615
APPN icon
215
Appian
APPN
$2.06B
– –
-143,832
CMS icon
216
CMS Energy
CMS
$21.8B
– –
-3,281
EXC icon
217
Exelon
EXC
$45.2B
– –
-10,293
KO icon
218
Coca-Cola
KO
$322B
– –
-5,158
KVYO icon
219
Klaviyo
KVYO
$6.71B
– –
-143,230
LH icon
220
Labcorp
LH
$22.5B
– –
-1,077
LNT icon
221
Alliant Energy
LNT
$16.9B
– –
-4,147
MDB icon
222
MongoDB
MDB
$30.2B
– –
-32,316
MDT icon
223
Medtronic
MDT
$132B
– –
-3,620
NCNO icon
224
nCino
NCNO
$2.45B
– –
-14,290
NI icon
225
NiSource
NI
$21B
– –
-6,036
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