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
76
$1.85M 0.33%
36,793
+9,480
77
$1.85M 0.33%
4,919
+896
78
$1.83M 0.32%
12,914
+1,581
79
$1.8M 0.32%
24,189
-1,600
80
$1.79M 0.32%
+24,495
81
$1.78M 0.32%
28,738
+4,339
82
$1.75M 0.31%
41,274
+326
83
$1.74M 0.31%
36,308
-4,010
84
$1.73M 0.31%
17,317
+504
85
$1.72M 0.3%
+31,313
86
$1.68M 0.3%
21,526
+4,499
87
$1.55M 0.28%
+20,900
88
$1.55M 0.27%
+16,496
89
$1.52M 0.27%
6,615
+345
90
$1.51M 0.27%
10,858
+476
91
$1.5M 0.27%
+73,463
92
$1.49M 0.26%
15,967
+7,836
93
$1.49M 0.26%
28,011
-2,331
94
$1.48M 0.26%
16,434
-2,716
95
$1.46M 0.26%
17,334
+2,126
96
$1.46M 0.26%
+9,113
97
$1.44M 0.26%
+12,885
98
$1.44M 0.25%
4,715
+898
99
$1.44M 0.25%
17,190
+1,217
100
$1.43M 0.25%
9,448
-1,692