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
$515M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$577K
3
+$519K
4
CTSH icon
Cognizant
CTSH
+$462K
5
BPL
Buckeye Partners, L.P.
BPL
+$414K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$706K
4
JPM icon
JPMorgan Chase
JPM
+$558K
5
C icon
Citigroup
C
+$517K

Sector Composition

1 Technology 21.54%
2 Industrials 17.01%
3 Financials 8.7%
4 Healthcare 8.6%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.21%
14,207
127
$1.03M 0.2%
15,554
-994
128
$1.02M 0.2%
28,510
-677
129
$1.01M 0.2%
272,287
-36,632
130
$1.01M 0.2%
26,020
131
$992K 0.19%
11,278
132
$956K 0.19%
66,780
-8,767
133
$897K 0.17%
15,660
134
$844K 0.16%
246,761
-25,318
135
$840K 0.16%
11,897
136
$836K 0.16%
40,976
-5,663
137
$821K 0.16%
55,494
+1,146
138
$814K 0.16%
4,950
139
$794K 0.15%
14,210
-405
140
$782K 0.15%
6,600
141
$765K 0.15%
6,475
+386
142
$758K 0.15%
11,175
+175
143
$753K 0.15%
14,000
144
$748K 0.15%
10,540
+931
145
$748K 0.15%
8,670
+299
146
$744K 0.14%
15,903
-3,637
147
$740K 0.14%
16,727
148
$726K 0.14%
21,197
+869
149
$724K 0.14%
5,681
-122
150
$721K 0.14%
5,757
+312
4 5
6
7 8