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
$369M
AUM Growth
-$418K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.03M
3
+$2.82M
4
CVS icon
CVS Health
CVS
+$2.77M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$3.86M
2
+$2.55M
3
+$2.41M
4
GSK icon
GSK
GSK
+$2.38M
5
PPL icon
PPL Corp
PPL
+$2.23M

Sector Composition

1 Technology 14.63%
2 Healthcare 14.59%
3 Consumer Staples 11.89%
4 Industrials 10.74%
5 Utilities 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.71%
+58,409
52
$2.57M 0.7%
+21,914
53
$2.54M 0.69%
+100,494
54
$2.53M 0.69%
+29,523
55
$2.52M 0.68%
+36,221
56
$2.51M 0.68%
52,346
-731
57
$2.47M 0.67%
+19,140
58
$2.46M 0.67%
29,488
-525
59
$2.44M 0.66%
+24,384
60
$2.4M 0.65%
+55,924
61
$2.4M 0.65%
58,867
+219
62
$2.39M 0.65%
+29,614
63
$2.38M 0.65%
182,589
-15,171
64
$2.38M 0.65%
+38,824
65
$2.28M 0.62%
+20,669
66
$2.26M 0.61%
+11,435
67
$2.15M 0.58%
67,972
-3,496
68
$2.13M 0.58%
+37,460
69
$2.11M 0.57%
+31,998
70
$1.94M 0.53%
49,052
+1,651
71
$1.89M 0.51%
24,000
72
$1.89M 0.51%
8,488
+145
73
$1.83M 0.5%
14,625
+887
74
$1.76M 0.48%
52,264
+3,648
75
$1.7M 0.46%
26,521
-1,465
1 2
3
4 5