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
$375M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$5.42M
3
+$3.4M
4
CYBR icon
CyberArk
CYBR
+$2.25M
5
SANM icon
Sanmina
SANM
+$1.36M

Top Sells

1
+$10.8M
2
+$8.19M
3
+$7.99M
4
DIS icon
Walt Disney
DIS
+$5.98M
5
SUPN icon
Supernus Pharmaceuticals
SUPN
+$5.34M

Sector Composition

1 Healthcare 17.78%
2 Technology 15.38%
3 Industrials 12.46%
4 Consumer Staples 9.28%
5 Materials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89K 0.02%
+13,000
202
$56K 0.01%
+7
203
– –
-82,725
204
– –
-9,567
205
– –
-31,823
206
– –
-10,449
207
– –
-8,774
208
– –
-18,444
209
– –
-26,613
210
– –
-4,298
211
– –
-124,000
212
– –
-12,446
213
– –
-1,181
214
– –
-18,770
215
– –
-24,199
216
– –
-30,770
217
– –
-9,066
218
– –
-108,650
219
– –
-28,560
5 6 7 8
9