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
301
$205K 0.04%
2,060
302
$203K 0.03%
+2,300
303
$202K 0.03%
6,700
-93,673
304
$200K 0.03%
+22,624
305
$200K 0.03%
+2,042
306
$199K 0.03%
3,077
307
$198K 0.03%
+7,372
308
$196K 0.03%
27,557
309
$194K 0.03%
9,720
-575
310
$193K 0.03%
+4,940
311
$191K 0.03%
15,200
-750
312
$186K 0.03%
+2,670
313
$185K 0.03%
4,000
-1,720
314
$184K 0.03%
6,500
315
$178K 0.03%
25,000
316
$164K 0.03%
21,361
-25,630
317
$161K 0.03%
16,763
-315,533
318
$156K 0.03%
13,149
-16,102
319
$155K 0.03%
11,794
-5,380
320
$154K 0.03%
+16,000
321
$140K 0.02%
+12,000
322
$138K 0.02%
26,765
323
$137K 0.02%
+14,553
324
$114K 0.02%
25,722
325
$113K 0.02%
+27,825