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
51
$3.01M 0.39%
7,703
+861
52
$2.99M 0.39%
25,296
+2,428
53
$2.97M 0.39%
50,699
+4,018
54
$2.95M 0.38%
74,599
+3,179
55
$2.92M 0.38%
59,671
+5,006
56
$2.9M 0.38%
45,108
+5,946
57
$2.86M 0.37%
19,379
-1,706
58
$2.85M 0.37%
+17,099
59
$2.83M 0.37%
13,555
+1,218
60
$2.82M 0.37%
48,237
+1,862
61
$2.8M 0.36%
8,536
+712
62
$2.79M 0.36%
16,083
+1,316
63
$2.77M 0.36%
+6,712
64
$2.74M 0.36%
44,190
+1,317
65
$2.73M 0.35%
6,909
-743
66
$2.7M 0.35%
37,051
+3,220
67
$2.67M 0.35%
13,606
+833
68
$2.64M 0.34%
24,514
+1,938
69
$2.64M 0.34%
9,448
+1,086
70
$2.63M 0.34%
5,850
+645
71
$2.61M 0.34%
18,097
+5,288
72
$2.61M 0.34%
12,888
+856
73
$2.61M 0.34%
44,872
+2,082
74
$2.54M 0.33%
39,947
+2,280
75
$2.54M 0.33%
29,459
+3,210
1 2
3
4 5