SLG
Stanley-Laman Group Portfolio holdings
AUM
$673M
1-Year Return
14.64%
This Quarter Return
+4.57%
1 Year Return
+14.64%
3 Year Return
+60.49%
5 Year Return
+79.33%
10 Year Return
+186.95%
AUM
$850M
AUM Growth
+$81.1M
(+11%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
17.3%
Holding
316
New
63
Increased
100
Reduced
42
Closed
58
Top Buys
| 1 |
Robinhood
HOOD
|
$10.6M |
| 2 |
SiTime
SITM
|
$10.5M |
| 3 |
Snap
SNAP
|
$10.4M |
| 4 |
Ambarella
AMBA
|
$10.3M |
| 5 |
Enphase Energy
ENPH
|
$10M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$21.1M |
| 2 |
Repligen
RGEN
|
$11.9M |
| 3 |
Salesforce
CRM
|
$11.7M |
| 4 |
MSCI
MSCI
|
$11.1M |
| 5 |
Morningstar
MORN
|
$11M |
Sector Composition
| 1 | Technology | 40.55% |
| 2 | Healthcare | 13.49% |
| 3 | Communication Services | 6.46% |
| 4 | Financials | 6.22% |
| 5 | Industrials | 5.95% |
