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
101
$2.1M 0.27%
20,737
+1,933
102
$2.05M 0.27%
+32,354
103
$2.02M 0.26%
12,475
+1,501
104
$1.97M 0.26%
+11,784
105
$1.96M 0.26%
39,170
+4,883
106
$1.91M 0.25%
27,812
+3,537
107
$1.9M 0.25%
15,072
+1,054
108
$1.9M 0.25%
+64,060
109
$1.88M 0.25%
8,877
+681
110
$1.88M 0.25%
12,225
+9,871
111
$1.86M 0.24%
48,275
+3,171
112
$1.84M 0.24%
12,209
+894
113
$1.8M 0.23%
7,623
+522
114
$1.79M 0.23%
26,719
+2,011
115
$1.78M 0.23%
41,901
+2,719
116
$1.77M 0.23%
+8,647
117
$1.72M 0.22%
66,586
+8,960
118
$1.69M 0.22%
12,119
+875
119
$1.69M 0.22%
19,199
+1,602
120
$1.68M 0.22%
6,018
+723
121
$1.68M 0.22%
+14,153
122
$1.59M 0.21%
27,708
+4,106
123
$1.55M 0.2%
162,687
+13,216
124
$1.54M 0.2%
6,981
+1,238
125
$1.52M 0.2%
12,312
+1,082
3 4
5
6 7