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
$564M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.85M
3
+$6.74M
4
TIF
Tiffany & Co.
TIF
+$4.01M
5
VFC icon
VF Corp
VFC
+$2.14M

Top Sells

1
+$6.16M
2
+$5.86M
3
+$5.17M
4
SNY icon
Sanofi
SNY
+$1.88M
5
DUK icon
Duke Energy
DUK
+$1.77M

Sector Composition

1 Technology 29.76%
2 Healthcare 15.33%
3 Financials 10.47%
4 Industrials 9.22%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.44%
28,683
+1,017
52
$2.35M 0.42%
11,294
+167
53
$2.32M 0.41%
39,498
+45
54
$2.32M 0.41%
23,275
-5
55
$2.3M 0.41%
6,570
+1,145
56
$2.27M 0.4%
14,417
+1,224
57
$2.23M 0.39%
23,982
+9,231
58
$2.2M 0.39%
20,288
+773
59
$2.15M 0.38%
20,087
+5,189
60
$2.14M 0.38%
+25,032
61
$2.08M 0.37%
5,853
+855
62
$2.04M 0.36%
17,338
-556
63
$2.04M 0.36%
9,173
-77
64
$2.01M 0.36%
11,911
-617
65
$2M 0.35%
24,049
-2,764
66
$1.99M 0.35%
11,637
+738
67
$1.99M 0.35%
10,919
-993
68
$1.99M 0.35%
12,485
-973
69
$1.96M 0.35%
61,804
+5,941
70
$1.94M 0.34%
28,411
+325
71
$1.94M 0.34%
43,752
+4,752
72
$1.87M 0.33%
6,864
+989
73
$1.87M 0.33%
7,024
+1,392
74
$1.87M 0.33%
72,738
+8,952
75
$1.86M 0.33%
32,723
+2,259
1 2
3
4 5