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
$703M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.85M
3 +$1.83M
4
MSFT icon
Microsoft
MSFT
+$842K
5
CHX
ChampionX
CHX
+$618K

Top Sells

1 +$1.69M
2 +$1.58M
3 +$1.36M
4
ZM icon
Zoom
ZM
+$677K
5
EA icon
Electronic Arts
EA
+$433K

Sector Composition

1 Technology 35.4%
2 Financials 10.56%
3 Healthcare 10.17%
4 Industrials 7.66%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.36M 0.19%
379,602
+30,137
127
$1.33M 0.19%
38,697
+3,060
128
$1.32M 0.19%
216,674
+19,345
129
$1.29M 0.18%
112,726
130
$1.27M 0.18%
24,024
+5,738
131
$1.25M 0.18%
227,603
+18,737
132
$1.24M 0.18%
5,743
+287
133
$1.19M 0.17%
25,937
134
$1.14M 0.16%
17,237
+1,595
135
$1.13M 0.16%
53,484
+5,253
136
$1.03M 0.15%
24,000
137
$920K 0.13%
5,916
+1,228
138
$804K 0.11%
1,593
+19
139
$787K 0.11%
19,095
140
$708K 0.1%
12,111
+1
141
$694K 0.1%
1,933
-15
142
$590K 0.08%
9,070
143
$586K 0.08%
10,905
+240
144
$584K 0.08%
4,359
+87
145
$575K 0.08%
3,974
146
$573K 0.08%
14,045
+11
147
$570K 0.08%
6,833
+500
148
$553K 0.08%
+1,979
149
$504K 0.07%
+2,007
150
$484K 0.07%
4,074
+1