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
151
$512K 0.09%
2,168
+964
152
$470K 0.08%
4,073
+817
153
$454K 0.08%
3,797
+778
154
$450K 0.08%
9,521
+849
155
$447K 0.08%
1,200
+220
156
$419K 0.07%
1,560
+350
157
$396K 0.07%
1,516
-1,554
158
$356K 0.06%
+3,668
159
$310K 0.05%
+2,226
160
$274K 0.05%
+5,000
161
$272K 0.05%
+2,955
162
$260K 0.05%
+4,000
163
$254K 0.05%
+1,953
164
$242K 0.04%
500
165
$223K 0.04%
4,038
-1,213
166
$219K 0.04%
+682
167
$217K 0.04%
1,635
-396
168
$208K 0.04%
+20,225
169
$203K 0.04%
+2,320
170
$197K 0.03%
+2,667
171
$196K 0.03%
+10,974
172
$194K 0.03%
+3,000
173
$194K 0.03%
+825
174
$191K 0.03%
+5,968
175
$143K 0.03%
+2,662
5 6
7
8 9