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
$769M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.9M
3
+$9.2M
4
DOCU icon
DocuSign
DOCU
+$8.89M
5
CRM icon
Salesforce
CRM
+$8.59M

Top Sells

1
+$11.8M
2
+$9.54M
3
+$9.26M
4
SPGI icon
S&P Global
SPGI
+$8.81M
5
MKTX icon
MarketAxess Holdings
MKTX
+$6.51M

Sector Composition

1 Technology 37.72%
2 Healthcare 10.52%
3 Financials 7.64%
4 Industrials 7.46%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.65M 1.12%
13,896
+692
27
$8.08M 1.05%
132,420
+4,530
28
$7.66M 1%
29,628
+201
29
$7.62M 0.99%
32,095
+30,398
30
$6.88M 0.9%
33,103
+70
31
$6.24M 0.81%
122,546
+21,768
32
$6.07M 0.79%
42,862
+3,959
33
$5.92M 0.77%
22,624
+3,736
34
$5.61M 0.73%
+75,537
35
$5.38M 0.7%
18,342
+1,767
36
$4.77M 0.62%
55,540
+12,056
37
$4.72M 0.61%
217,140
+73,285
38
$4.6M 0.6%
36,568
+869
39
$4.42M 0.57%
13,202
+1,161
40
$4.29M 0.56%
26,140
+1,840
41
$4.01M 0.52%
31,165
-1,631
42
$3.79M 0.49%
23,465
+765
43
$3.73M 0.48%
16,288
+1,375
44
$3.58M 0.47%
17,896
+1,001
45
$3.53M 0.46%
22,436
-1,746
46
$3.52M 0.46%
15,230
+1,261
47
$3.52M 0.46%
16,568
-574
48
$3.5M 0.46%
27,929
+478
49
$3.11M 0.4%
39,604
+11,093
50
$3.04M 0.4%
20,378
+1,270
1
2
3 4 5