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
$515M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$577K
3
+$519K
4
CTSH icon
Cognizant
CTSH
+$462K
5
BPL
Buckeye Partners, L.P.
BPL
+$414K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$706K
4
JPM icon
JPMorgan Chase
JPM
+$558K
5
C icon
Citigroup
C
+$517K

Sector Composition

1 Technology 21.54%
2 Industrials 17.01%
3 Financials 8.7%
4 Healthcare 8.6%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.05%
7,360
-2,352
252
$254K 0.05%
11,500
253
$253K 0.05%
7,500
254
$242K 0.05%
6,000
255
$240K 0.05%
3,000
256
$237K 0.05%
8,726
-2,366
257
$234K 0.05%
+3,000
258
$229K 0.04%
3,000
259
$225K 0.04%
3,492
+395
260
$215K 0.04%
7,984
-1,454
261
$212K 0.04%
3,176
262
$210K 0.04%
+10,564
263
$208K 0.04%
+2,530
264
$206K 0.04%
+25,000
265
$204K 0.04%
+12,000
266
$203K 0.04%
+1,107
267
$201K 0.04%
+5,000
268
$201K 0.04%
2,060
269
$145K 0.03%
42,026
-19,357
270
$108K 0.02%
20,771
+5,300
271
– –
-29,459
272
– –
-22,350
273
– –
-3,000
274
– –
-4,000
275
– –
-6,500
8 9 10
11
12