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
$323M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$3.33M
3 +$2.89M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$2.82M
5
VZ icon
Verizon
VZ
+$2.71M

Top Sells

1 +$10.1M
2 +$9.45M
3 +$2.63M
4
CMCSA icon
Comcast
CMCSA
+$1.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.43M

Sector Composition

1 Healthcare 11.9%
2 Technology 11.63%
3 Communication Services 10.75%
4 Consumer Discretionary 9.8%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.64M 0.82%
65,233
+37,386
27
$2.63M 0.82%
38,471
+23,885
28
$2.62M 0.81%
14,367
+7,666
29
$2.61M 0.81%
54,245
+30,211
30
$2.56M 0.79%
60,589
+52
31
$2.54M 0.79%
23,953
+14,350
32
$2.5M 0.77%
33,423
+18,431
33
$2.47M 0.76%
28,587
+16,109
34
$2.46M 0.76%
11,978
-416
35
$2.45M 0.76%
33,110
+17,023
36
$2.44M 0.76%
405,295
+274,140
37
$2.39M 0.74%
+7,165
38
$2.35M 0.73%
41,926
-21,628
39
$2.33M 0.72%
+51,155
40
$2.32M 0.72%
41,559
+25,079
41
$2.25M 0.7%
38,961
-2,012
42
$2.19M 0.68%
21,110
+8,553
43
$2.17M 0.67%
14,768
+8,432
44
$2.16M 0.67%
74,520
+9,520
45
$2.09M 0.65%
+59,003
46
$2.04M 0.63%
36,341
+16,271
47
$1.97M 0.61%
22,954
+11,563
48
$1.96M 0.61%
64,931
+10,846
49
$1.95M 0.6%
29,531
+18,503
50
$1.95M 0.6%
14,640