SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1 +$7.54M
2 +$6.85M
3 +$6.74M
4
TIF
Tiffany & Co.
TIF
+$4.01M
5
VFC icon
VF Corp
VFC
+$2.14M

Top Sells

1 +$6.16M
2 +$5.86M
3 +$5.17M
4
SNY icon
Sanofi
SNY
+$1.88M
5
DUK icon
Duke Energy
DUK
+$1.77M

Sector Composition

1 Technology 29.76%
2 Healthcare 15.33%
3 Financials 10.47%
4 Industrials 9.22%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.18M 0.21%
26,847
-4,944
127
$1.17M 0.21%
13,313
+1,371
128
$1.16M 0.21%
9,477
+1,142
129
$1.13M 0.2%
13,653
+1,275
130
$1.13M 0.2%
10,721
-58,591
131
$1.12M 0.2%
24,000
+12,000
132
$1.12M 0.2%
23,952
+772
133
$1.11M 0.2%
31,025
+3,348
134
$1.07M 0.19%
4,380
+1,068
135
$1.02M 0.18%
39,861
+5,240
136
$965K 0.17%
5,500
+642
137
$954K 0.17%
5,047
-30,992
138
$682K 0.12%
1,465
+195
139
$621K 0.11%
2,395
+357
140
$615K 0.11%
2,657
+477
141
$583K 0.1%
1,854
+699
142
$579K 0.1%
+19,095
143
$557K 0.1%
12,120
+1,040
144
$548K 0.1%
+1,014
145
$547K 0.1%
8,010
-12,595
146
$538K 0.1%
1,898
+293
147
$524K 0.09%
+12,110
148
$521K 0.09%
+4,098
149
$517K 0.09%
+2,488
150
$512K 0.09%
1,348
+241