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
$584M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$8.39M
3 +$5.72M
4
ABBV icon
AbbVie
ABBV
+$4.76M
5
T icon
AT&T
T
+$4.05M

Top Sells

1 +$6.67M
2 +$3.03M
3 +$2.83M
4
CAJ
Canon, Inc.
CAJ
+$2.82M
5
MAT icon
Mattel
MAT
+$2.22M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.44%
3 Communication Services 12.48%
4 Industrials 8.99%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$499K 0.09%
+38,000
227
$494K 0.08%
28,625
-1,479
228
$493K 0.08%
20,621
+159
229
$491K 0.08%
7,900
230
$462K 0.08%
3,630
+175
231
$455K 0.08%
27,191
-809
232
$439K 0.08%
19,461
-10,294
233
$437K 0.07%
44,621
-1,179
234
$437K 0.07%
11,952
-4,499
235
$436K 0.07%
8,425
-109
236
$429K 0.07%
3,250
+474
237
$427K 0.07%
14,620
+4,145
238
$423K 0.07%
80,335
-3,149
239
$423K 0.07%
35,718
-83
240
$408K 0.07%
35,840
+1,500
241
$394K 0.07%
23,694
+2,706
242
$394K 0.07%
73,862
-8,397
243
$384K 0.07%
3,992
244
$382K 0.07%
18,975
-83,139
245
$382K 0.07%
13,656
+190
246
$378K 0.06%
9,904
-2,247
247
$376K 0.06%
10,968
-46,516
248
$366K 0.06%
+35,106
249
$362K 0.06%
10,720
-440
250
$360K 0.06%
5,000