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
151
$574K 0.07%
+12,748
152
$574K 0.07%
+6,510
153
$568K 0.07%
+16,697
154
$562K 0.07%
+2,585
155
$556K 0.07%
+6,012
156
$547K 0.07%
+5,727
157
$534K 0.07%
+10,717
158
$467K 0.06%
8,885
-2,020
159
$466K 0.06%
+4,013
160
$439K 0.06%
+8,763
161
$420K 0.05%
+12,349
162
$400K 0.05%
+26,320
163
$390K 0.05%
4,134
+295
164
$362K 0.05%
7,165
-1,561
165
$349K 0.05%
3,000
166
$314K 0.04%
980
167
$297K 0.04%
2,128
+2
168
$292K 0.04%
1,953
169
$278K 0.04%
1,254
+200
170
$274K 0.04%
4,000
171
$262K 0.03%
5,000
172
$260K 0.03%
2,384
-48
173
$254K 0.03%
682
174
$245K 0.03%
1,840
-540
175
$243K 0.03%
2,667
5 6
7
8 9