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
$546M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.33M
3
+$3.24M
4
CMI icon
Cummins
CMI
+$2.04M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$977K

Top Sells

1
+$2.32M
2
+$1.7M
3
+$1.06M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$981K
5
CAG icon
Conagra Brands
CAG
+$916K

Sector Composition

1 Technology 23.7%
2 Industrials 17.95%
3 Financials 10.36%
4 Communication Services 8.86%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K 0.07%
13,466
227
$372K 0.07%
5,357
-619
228
$368K 0.07%
18,051
+2,890
229
$366K 0.07%
3,455
-25
230
$360K 0.07%
3,000
231
$355K 0.07%
16,195
-14,387
232
$352K 0.06%
21,830
-2,626
233
$350K 0.06%
36,968
234
$339K 0.06%
8,568
235
$336K 0.06%
1,607
236
$329K 0.06%
4,211
237
$317K 0.06%
4,535
238
$315K 0.06%
9,146
-798
239
$315K 0.06%
15,100
+100
240
$307K 0.06%
25,703
-3,027
241
$305K 0.06%
+25,722
242
$303K 0.06%
4,809
243
$285K 0.05%
12,000
244
$282K 0.05%
12,957
+2,150
245
$273K 0.05%
9,430
-375
246
$273K 0.05%
20,722
247
$272K 0.05%
2,094
248
$267K 0.05%
4,000
249
$267K 0.05%
6,216
-1,985
250
$261K 0.05%
14,028
8 9
10
11 12