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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 1.14%
49,289
+1,338
27
$4.57M 1.11%
92,080
-2,807
28
$4.53M 1.1%
22,161
+111
29
$4.53M 1.1%
2,594
-2
30
$4.32M 1.05%
96,267
-980
31
$4.23M 1.03%
73,869
+16
32
$4.13M 1%
23,529
-1,865
33
$4.01M 0.97%
42,165
-2,852
34
$3.95M 0.96%
73,154
+1,644
35
$3.7M 0.9%
12,951
-671
36
$3.48M 0.85%
86,406
-203
37
$3.38M 0.82%
13,021
+3,556
38
$3.11M 0.76%
17,680
-44
39
$2.82M 0.68%
17,717
-1,555
40
$2.62M 0.64%
48,744
+6,259
41
$2.6M 0.63%
72,586
-73
42
$2.56M 0.62%
312,609
-21,719
43
$2.56M 0.62%
6,699
+778
44
$2.45M 0.59%
18,159
+325
45
$2.39M 0.58%
29,854
+419
46
$2.3M 0.56%
70,809
-297
47
$2.3M 0.56%
28,308
-78
48
$2.29M 0.56%
38,730
+28
49
$2.26M 0.55%
17,689
+190
50
$2.24M 0.54%
53,612
-112
1
2
3 4 5