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
$703M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.85M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$842K
5
CHX
ChampionX
CHX
+$618K

Top Sells

1
+$1.69M
2
+$1.58M
3
+$1.36M
4
ZM icon
Zoom
ZM
+$677K
5
EA icon
Electronic Arts
EA
+$433K

Sector Composition

1 Technology 35.4%
2 Financials 10.56%
3 Healthcare 10.17%
4 Industrials 7.66%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.31M 1.04%
18,888
-1,748
27
$7.26M 1.03%
13,204
-386
28
$6.8M 0.97%
33,033
+1,260
29
$6.75M 0.96%
127,890
-4,920
30
$6.67M 0.95%
29,427
+1,089
31
$6.51M 0.93%
14,054
+367
32
$5.93M 0.84%
16,304
+514
33
$5.33M 0.76%
38,903
+2,169
34
$4.79M 0.68%
16,575
+500
35
$4.67M 0.66%
32,796
+1,112
36
$4.62M 0.66%
37,204
+2,952
37
$4.39M 0.62%
35,699
+1,631
38
$4.18M 0.59%
24,300
-1,440
39
$3.92M 0.56%
71,420
+4,826
40
$3.9M 0.55%
12,041
+377
41
$3.76M 0.53%
17,142
+1,012
42
$3.71M 0.53%
43,484
+5,118
43
$3.62M 0.52%
67,922
+3,866
44
$3.6M 0.51%
14,913
+1,219
45
$3.57M 0.51%
24,182
+562
46
$3.36M 0.48%
16,895
+223
47
$3.28M 0.47%
27,451
+2,566
48
$3.21M 0.46%
13,969
+1,304
49
$3.06M 0.44%
21,438
+2,097
50
$3.01M 0.43%
7,652
+83
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