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
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.53M
3
+$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1
+$79M
2
+$11M
3
+$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$409K 0.06%
8,881
+323
152
$404K 0.06%
+1,350
153
$403K 0.06%
1,953
154
$397K 0.06%
8,968
155
$395K 0.06%
2,725
-22,394
156
$390K 0.06%
+5,618
157
$383K 0.06%
11,204
158
$382K 0.06%
3,459
+289
159
$373K 0.06%
1,500
160
$362K 0.06%
10,047
-116
161
$362K 0.06%
12,624
-560
162
$355K 0.05%
14,000
-5,922
163
$354K 0.05%
4,278
+26
164
$353K 0.05%
3,702
+50
165
$338K 0.05%
7,000
166
$326K 0.05%
+1,078
167
$320K 0.05%
3,485
-49
168
$313K 0.05%
+331
169
$299K 0.05%
2,454
+47
170
$298K 0.05%
1,231
+24
171
$298K 0.05%
+1,220
172
$293K 0.05%
+1,777
173
$292K 0.05%
1,762
-645
174
$283K 0.04%
+3,994
175
$283K 0.04%
+1,236
5 6
7
8 9