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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$5.53M
3 +$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1 +$79M
2 +$11M
3 +$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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230
-104,390
231
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232
-28,953
233
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-2,000
235
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236
-6,847
237
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239
-278,496