SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.11%
91,142
+263
27
$4.07M 1.1%
95,350
-2,233
28
$4.01M 1.09%
78,372
-2,639
29
$4M 1.09%
59,588
+758
30
$3.9M 1.06%
31,957
+1,652
31
$3.84M 1.04%
120,455
+95,028
32
$3.48M 0.94%
43,289
+34,448
33
$3.31M 0.9%
7,081
-126
34
$3.28M 0.89%
302,930
-13,965
35
$3.26M 0.88%
27,558
-32,607
36
$3.2M 0.87%
184,556
+3,370
37
$3.07M 0.83%
+41,225
38
$3.07M 0.83%
58,105
-2,372
39
$3.02M 0.82%
67,647
+10,437
40
$2.96M 0.8%
51,611
+691
41
$2.85M 0.77%
58,430
+878
42
$2.82M 0.76%
+39,790
43
$2.79M 0.76%
135,000
44
$2.77M 0.75%
107,408
-1,982
45
$2.76M 0.75%
96,840
+1,365
46
$2.73M 0.74%
73,027
-3,184
47
$2.73M 0.74%
87,286
+760
48
$2.71M 0.74%
+59,723
49
$2.7M 0.73%
+105,086
50
$2.63M 0.71%
+30,187
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