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
251
$259K 0.05%
949
252
$256K 0.05%
6,387
253
$252K 0.05%
5,151
254
$251K 0.05%
7,600
-250
255
$248K 0.05%
12,013
256
$247K 0.05%
5,000
257
$245K 0.04%
19,724
-651
258
$244K 0.04%
3,000
259
$242K 0.04%
+11,160
260
$238K 0.04%
2,033
-300
261
$233K 0.04%
11,483
-195
262
$232K 0.04%
10,757
+300
263
$232K 0.04%
4,470
-808
264
$231K 0.04%
5,366
265
$230K 0.04%
3,358
266
$229K 0.04%
6,899
-50
267
$227K 0.04%
26,765
-1
268
$223K 0.04%
6,701
-1,341
269
$221K 0.04%
+4,424
270
$221K 0.04%
5,239
271
$220K 0.04%
5,665
272
$219K 0.04%
17,449
-108
273
$218K 0.04%
+2,948
274
$218K 0.04%
2,060
275
$216K 0.04%
2,530
9 10
11
12 13