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
$564M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.85M
3
+$6.74M
4
TIF
Tiffany & Co.
TIF
+$4.01M
5
VFC icon
VF Corp
VFC
+$2.14M

Top Sells

1
+$6.16M
2
+$5.86M
3
+$5.17M
4
SNY icon
Sanofi
SNY
+$1.88M
5
DUK icon
Duke Energy
DUK
+$1.77M

Sector Composition

1 Technology 29.76%
2 Healthcare 15.33%
3 Financials 10.47%
4 Industrials 9.22%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 1.14%
22,096
+1,887
27
$6.36M 1.13%
12,442
-56
28
$6.27M 1.11%
68,771
-190
29
$6.11M 1.08%
115,587
+8,250
30
$6.11M 1.08%
66,092
+4,256
31
$5.87M 1.04%
27,129
+1,510
32
$5.57M 0.99%
15,481
+1,404
33
$5.07M 0.9%
51,110
+2,114
34
$4.72M 0.84%
35,555
+4,978
35
$4.21M 0.75%
15,989
+1,056
36
$4.15M 0.73%
57,647
+4,343
37
$4.01M 0.71%
+30,500
38
$3.77M 0.67%
32,159
+684
39
$3.29M 0.58%
20,200
+4,500
40
$3.26M 0.58%
12,592
-858
41
$3.25M 0.58%
15,305
-31
42
$3.2M 0.57%
86,814
-381
43
$3.15M 0.56%
32,821
+473
44
$2.8M 0.5%
8,139
+2,883
45
$2.73M 0.48%
15,493
+392
46
$2.69M 0.48%
17,689
-21
47
$2.61M 0.46%
44,709
-1,083
48
$2.58M 0.46%
29,941
-1,737
49
$2.58M 0.46%
53,679
-3,045
50
$2.54M 0.45%
35,504
+9,336
1
2
3 4 5