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
$453M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$6.32M
2 +$5.58M
3 +$5.54M
4
MCO icon
Moody's
MCO
+$5.52M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Top Sells

1 +$6.71M
2 +$6.47M
3 +$6.1M
4
PANW icon
Palo Alto Networks
PANW
+$4.91M
5
AKBA icon
Akebia Therapeutics
AKBA
+$4.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 16.12%
3 Financials 10.88%
4 Industrials 10.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$772K 0.17%
31,943
+2,316
127
$769K 0.17%
+3,312
128
$765K 0.17%
34,621
+6,667
129
$736K 0.16%
6,074
+246
130
$694K 0.15%
3,070
+69
131
$672K 0.15%
17,941
+430
132
$561K 0.12%
1,270
+109
133
$554K 0.12%
5,089
-405
134
$510K 0.11%
12,000
-12,000
135
$501K 0.11%
3,616
-402
136
$454K 0.1%
+28,130
137
$446K 0.1%
2,700
+76
138
$441K 0.1%
1,605
139
$436K 0.1%
2,038
+11
140
$424K 0.09%
4,205
+118
141
$424K 0.09%
1,794
+57
142
$411K 0.09%
11,080
-7,230
143
$405K 0.09%
1,199
-18
144
$403K 0.09%
2,014
+198
145
$361K 0.08%
1,107
+37
146
$355K 0.08%
8,672
-5,852
147
$350K 0.08%
2,180
+88
148
$328K 0.07%
+980
149
$328K 0.07%
+1,204
150
$326K 0.07%
3,256
-59