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
76
$1.68M 0.46%
24,634
+2,283
77
$1.66M 0.45%
19,677
-766
78
$1.57M 0.43%
21,705
+490
79
$1.56M 0.42%
+22,405
80
$1.55M 0.42%
44,433
+4,115
81
$1.39M 0.38%
+28,442
82
$1.31M 0.36%
5,430
+659
83
$1.29M 0.35%
124,980
-5,907
84
$1.2M 0.33%
14,550
+6,205
85
$1.03M 0.28%
7,789
+102
86
$975K 0.26%
28,015
-285
87
$971K 0.26%
24,953
+558
88
$924K 0.25%
9,431
+497
89
$920K 0.25%
10,886
-14,126
90
$910K 0.25%
4,910
-34
91
$903K 0.24%
73,094
-7,926
92
$878K 0.24%
24,388
-132
93
$874K 0.24%
26,255
+255
94
$872K 0.24%
24,900
+264
95
$854K 0.23%
7,214
+2,088
96
$850K 0.23%
16,952
+551
97
$799K 0.22%
34,298
-112
98
$791K 0.21%
4,899
+57
99
$772K 0.21%
9,567
+369
100
$766K 0.21%
8,626
-185
2 3
4
5 6