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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.54%
26,371
+534
52
$2.15M 0.52%
49,650
-401
53
$2.1M 0.51%
11,554
+483
54
$2.05M 0.5%
+25,354
55
$2.04M 0.49%
43,791
-307
56
$2.02M 0.49%
31,141
+4,378
57
$1.95M 0.47%
39,057
-324
58
$1.94M 0.47%
11,813
-175
59
$1.8M 0.44%
23,839
+316
60
$1.74M 0.42%
19,278
+310
61
$1.72M 0.42%
5,737
+80
62
$1.71M 0.42%
38,699
-665
63
$1.67M 0.41%
70,638
+13,506
64
$1.67M 0.4%
48,238
+466
65
$1.63M 0.4%
9,497
+181
66
$1.61M 0.39%
+13,842
67
$1.59M 0.39%
32,936
+1,532
68
$1.57M 0.38%
33,145
-7,382
69
$1.49M 0.36%
17,125
+432
70
$1.45M 0.35%
26,967
+4,595
71
$1.44M 0.35%
17,137
-16
72
$1.44M 0.35%
30,272
+956
73
$1.42M 0.34%
20,443
+1,527
74
$1.4M 0.34%
5,656
+252
75
$1.4M 0.34%
37,797
-543
1 2
3
4 5