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
151
$918K 0.16%
11,278
152
$916K 0.16%
25,513
+15,018
153
$907K 0.16%
+11,924
154
$904K 0.15%
19,182
+1,309
155
$897K 0.15%
10,262
+510
156
$893K 0.15%
86,069
157
$889K 0.15%
12,198
+1,998
158
$870K 0.15%
+4,562
159
$866K 0.15%
+4,584
160
$865K 0.15%
8,552
+6,019
161
$864K 0.15%
+8,330
162
$844K 0.14%
5,501
+914
163
$840K 0.14%
+10,448
164
$832K 0.14%
16,989
-30,580
165
$830K 0.14%
+5,574
166
$825K 0.14%
18,358
-29,814
167
$818K 0.14%
+15,273
168
$817K 0.14%
+17,535
169
$816K 0.14%
+44,231
170
$808K 0.14%
11,355
+848
171
$805K 0.14%
+24,056
172
$802K 0.14%
51,166
+24,730
173
$790K 0.14%
30,036
+1,066
174
$789K 0.14%
+18,767
175
$789K 0.14%
+56,325
5 6
7
8 9