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
326
$100K 0.02%
13,802
-10,369
327
$98K 0.02%
+10,372
328
$93K 0.02%
+13,149
329
$90K 0.02%
+16,494
330
$85K 0.01%
30,271
-12,855
331
$84K 0.01%
+12,000
332
$79K 0.01%
+4,000
333
$77K 0.01%
18,000
-2,276
334
$77K 0.01%
+12,415
335
$76K 0.01%
+13,325
336
$55K 0.01%
+10,245
337
$51K 0.01%
2,201
338
$49K 0.01%
+1,235
339
$14K ﹤0.01%
+1,100
340
$11K ﹤0.01%
+75
341
– –
-512,389
342
– –
-8,513
343
– –
-16,897
344
– –
-11,000
345
– –
-576,726
346
– –
-30,013
347
– –
-16,698
348
– –
-28,118
349
– –
-6,136
350
– –
-3,053
11 12 13
14
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