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
$584M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$8.39M
3 +$5.72M
4
ABBV icon
AbbVie
ABBV
+$4.76M
5
T icon
AT&T
T
+$4.05M

Top Sells

1 +$6.67M
2 +$3.03M
3 +$2.83M
4
CAJ
Canon, Inc.
CAJ
+$2.82M
5
MAT icon
Mattel
MAT
+$2.22M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.44%
3 Communication Services 12.48%
4 Industrials 8.99%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$631K 0.11%
4,027
+50
202
$630K 0.11%
41,039
-6,264
203
$622K 0.11%
122,413
-896
204
$620K 0.11%
18,242
-4,246
205
$618K 0.11%
8,000
206
$613K 0.11%
26,500
207
$611K 0.1%
38,154
-19,849
208
$609K 0.1%
4,804
+927
209
$609K 0.1%
15,377
+1,555
210
$607K 0.1%
43,071
+1,465
211
$606K 0.1%
77,058
+8,412
212
$605K 0.1%
96,545
-25,000
213
$594K 0.1%
+5,921
214
$587K 0.1%
32,842
-6,282
215
$573K 0.1%
13,000
216
$569K 0.1%
+7,150
217
$569K 0.1%
19,638
+9,098
218
$556K 0.1%
2,860
219
$540K 0.09%
52,806
+7,084
220
$539K 0.09%
+13,410
221
$536K 0.09%
10,000
222
$533K 0.09%
+11,632
223
$527K 0.09%
5,135
+135
224
$527K 0.09%
25,859
+3,867
225
$520K 0.09%
41,935
-964