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
151
$470K 0.07%
5,526
+123
152
$450K 0.06%
8,726
+285
153
$435K 0.06%
+5,720
154
$417K 0.06%
2,354
155
$415K 0.06%
+1,697
156
$407K 0.06%
+7,627
157
$397K 0.06%
2,747
158
$365K 0.05%
3,839
+160
159
$347K 0.05%
4,033
+28
160
$298K 0.04%
2,380
-460
161
$291K 0.04%
3,000
162
$289K 0.04%
980
-2
163
$288K 0.04%
1,953
164
$287K 0.04%
2,126
165
$275K 0.04%
2,432
+21
166
$273K 0.04%
4,000
167
$271K 0.04%
5,000
168
$260K 0.04%
682
169
$239K 0.03%
5,968
170
$238K 0.03%
+4,245
171
$235K 0.03%
+1,054
172
$231K 0.03%
2,667
173
$219K 0.03%
1,681
+107
174
$206K 0.03%
10,474
175
$178K 0.03%
2,652