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
$584M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$8.39M
3 +$5.72M
4
ABBV icon
AbbVie
ABBV
+$4.76M
5
T icon
AT&T
T
+$4.05M

Top Sells

1 +$6.67M
2 +$3.03M
3 +$2.83M
4
CAJ
Canon, Inc.
CAJ
+$2.82M
5
MAT icon
Mattel
MAT
+$2.22M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.44%
3 Communication Services 12.48%
4 Industrials 8.99%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.49M 0.6%
75,576
+10,633
52
$3.33M 0.57%
22,317
-12
53
$3.32M 0.57%
179,768
-50,933
54
$3.31M 0.57%
21,447
+367
55
$3.31M 0.57%
65,747
+299
56
$3.22M 0.55%
118,529
-81,880
57
$3.09M 0.53%
90,579
+2,313
58
$3.08M 0.53%
19,572
+1,195
59
$3.04M 0.52%
148,233
+76,042
60
$3.04M 0.52%
25,803
+9,626
61
$2.98M 0.51%
44,742
-239
62
$2.93M 0.5%
22,241
+2,938
63
$2.91M 0.5%
37,284
+302
64
$2.9M 0.5%
85,375
-41,363
65
$2.9M 0.5%
110,692
-28,025
66
$2.89M 0.5%
179,490
+41,416
67
$2.88M 0.49%
+32,699
68
$2.87M 0.49%
101,558
+39,500
69
$2.76M 0.47%
150,873
+8,859
70
$2.74M 0.47%
+146,902
71
$2.73M 0.47%
57,068
-16,705
72
$2.71M 0.47%
+62,942
73
$2.71M 0.46%
+62,959
74
$2.67M 0.46%
156,203
+3,298
75
$2.64M 0.45%
86,329
-4,404