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
$769M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.9M
3
+$9.2M
4
DOCU icon
DocuSign
DOCU
+$8.89M
5
CRM icon
Salesforce
CRM
+$8.59M

Top Sells

1
+$11.8M
2
+$9.54M
3
+$9.26M
4
SPGI icon
S&P Global
SPGI
+$8.81M
5
MKTX icon
MarketAxess Holdings
MKTX
+$6.51M

Sector Composition

1 Technology 37.72%
2 Healthcare 10.52%
3 Financials 7.64%
4 Industrials 7.46%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.5M 0.2%
416,722
+37,120
127
$1.43M 0.19%
42,774
+4,077
128
$1.43M 0.19%
239,011
+22,337
129
$1.41M 0.18%
18,614
+1,945
130
$1.38M 0.18%
26,799
+2,775
131
$1.34M 0.17%
24,000
132
$1.32M 0.17%
255,108
+27,505
133
$1.22M 0.16%
62,407
+8,923
134
$1.17M 0.15%
25,937
135
$1.15M 0.15%
112,726
136
$968K 0.13%
5,916
137
$963K 0.13%
20,315
+3,078
138
$910K 0.12%
1,593
139
$821K 0.11%
1,933
140
$812K 0.11%
19,120
+25
141
$776K 0.1%
7,546
-114,484
142
$669K 0.09%
+5,350
143
$661K 0.09%
+12,567
144
$640K 0.08%
5,861
+1,502
145
$624K 0.08%
+8,883
146
$624K 0.08%
+2,847
147
$618K 0.08%
3,974
148
$607K 0.08%
9,967
+2,340
149
$581K 0.08%
+3,902
150
$580K 0.08%
6,833
4 5
6
7 8