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
76
$2.53M 0.33%
31,069
+1,448
77
$2.48M 0.32%
26,475
+8,169
78
$2.48M 0.32%
11,261
+3,352
79
$2.47M 0.32%
41,206
+3,998
80
$2.46M 0.32%
24,060
+1,531
81
$2.44M 0.32%
7,071
+447
82
$2.38M 0.31%
38,886
+3,251
83
$2.37M 0.31%
35,940
+3,048
84
$2.37M 0.31%
18,879
-18,325
85
$2.36M 0.31%
29,790
+2,360
86
$2.32M 0.3%
94,475
+10,935
87
$2.32M 0.3%
12,748
+922
88
$2.32M 0.3%
32,877
+1,446
89
$2.32M 0.3%
20,501
+1,170
90
$2.31M 0.3%
+6,136
91
$2.3M 0.3%
102,768
+46,797
92
$2.29M 0.3%
20,280
+1,043
93
$2.29M 0.3%
11,208
+684
94
$2.29M 0.3%
15,748
+2,432
95
$2.28M 0.3%
21,283
+2,859
96
$2.21M 0.29%
21,468
+1,934
97
$2.2M 0.29%
16,806
+700
98
$2.16M 0.28%
+25,480
99
$2.14M 0.28%
14,763
+917
100
$2.12M 0.28%
16,630
+984
2 3
4
5 6