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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$6.07M
2 +$5.53M
3 +$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1 +$79M
2 +$11M
3 +$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.48M 0.38%
40,356
-3,671
102
$2.45M 0.38%
34,755
+2,802
103
$2.39M 0.37%
55,011
-1,952
104
$2.39M 0.37%
68,465
+5,834
105
$2.3M 0.35%
21,996
+2,070
106
$2.21M 0.34%
493,054
-11,340
107
$2.21M 0.34%
+70,000
108
$2.14M 0.33%
169,700
-874,973
109
$2.12M 0.33%
29,407
-10,974
110
$1.85M 0.28%
+140,000
111
$1.62M 0.25%
2,809
+845
112
$1.54M 0.24%
+30,000
113
$1.21M 0.19%
5,056
+694
114
$1.13M 0.17%
12,120
+1,010
115
$1.06M 0.16%
18,285
116
$857K 0.13%
1,999
117
$829K 0.13%
1,632
+1,061
118
$798K 0.12%
1
-99
119
$741K 0.11%
+10,420
120
$680K 0.1%
2,526
+470
121
$676K 0.1%
9,438
-1,507
122
$656K 0.1%
3,848
-756
123
$649K 0.1%
1,797
124
$647K 0.1%
11,092
+1,381
125
$643K 0.1%
8,478
+3,327