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
176
$238K 0.03%
5,968
177
$236K 0.03%
1,815
+134
178
$215K 0.03%
4,027
-218
179
$202K 0.03%
10,474
180
$18K ﹤0.01%
11,926
181
– –
-500
182
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-27,492
183
– –
-5,720
184
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-10,461
185
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-5,526
186
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-2,652
187
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-14,045
188
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-23,721
189
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-48,871
190
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-4,074
191
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-16,644
192
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-14,698
193
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-9,070
194
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195
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-16,304
196
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-21,438
197
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-47,340
198
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199
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200
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-67,922
5 6 7
8
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