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
$584M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.39M
3
+$5.72M
4
ABBV icon
AbbVie
ABBV
+$4.76M
5
T icon
AT&T
T
+$4.05M

Top Sells

1
+$6.67M
2
+$3.03M
3
+$2.83M
4
CAJ
Canon, Inc.
CAJ
+$2.82M
5
MAT icon
Mattel
MAT
+$2.22M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.44%
3 Communication Services 12.48%
4 Industrials 8.99%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.2%
11,844
-124
127
$1.17M 0.2%
15,083
+2,654
128
$1.17M 0.2%
16,260
+11,323
129
$1.15M 0.2%
7,832
+2,176
130
$1.13M 0.19%
15,950
+8,144
131
$1.13M 0.19%
12,948
+7,948
132
$1.11M 0.19%
7,841
+5,794
133
$1.11M 0.19%
25,963
+3,599
134
$1.11M 0.19%
16,761
-90
135
$1.09M 0.19%
23,361
-280
136
$1.09M 0.19%
15,262
+4,723
137
$1.08M 0.19%
8,967
+1,569
138
$1.07M 0.18%
26,000
139
$1.06M 0.18%
+34,166
140
$1.06M 0.18%
21,215
+5,569
141
$1.05M 0.18%
14,760
+564
142
$1.02M 0.17%
14,570
+2,052
143
$1M 0.17%
61,391
+22,491
144
$988K 0.17%
8,637
+1,298
145
$987K 0.17%
+26,626
146
$982K 0.17%
7,796
147
$961K 0.16%
65,586
148
$960K 0.16%
32,404
+10,321
149
$939K 0.16%
13,650
150
$919K 0.16%
14,000
4 5
6
7 8