SLG
Stanley-Laman Group Portfolio holdings
AUM
$673M
This Quarter Return
+13.45%
1 Year Return
+14.64%
3 Year Return
+60.49%
5 Year Return
+79.33%
10 Year Return
+186.95%
AUM
$564M
AUM Growth
+$564M
(+25%)
Cap. Flow
+$48.7M
Cap. Flow
% of AUM
8.63%
Top 10 Holdings %
Top 10 Hldgs %
20.67%
Holding
271
New
43
Increased
122
Reduced
34
Closed
33
Top Buys
| 1 |
Qorvo
QRVO
|
$7.54M |
| 2 |
Repligen
RGEN
|
$6.85M |
| 3 |
Paycom
PAYC
|
$6.74M |
| 4 |
TIF
Tiffany & Co.
TIF
|
$4.01M |
| 5 |
VF Corp
VFC
|
$2.14M |
Top Sells
| 1 |
Leidos
LDOS
|
$6.16M |
| 2 |
L3Harris
LHX
|
$5.86M |
| 3 |
BWX Technologies
BWXT
|
$5.17M |
| 4 |
VER
VEREIT, Inc.
VER
|
$3.61M |
| 5 |
Sanofi
SNY
|
$1.88M |
Sector Composition
| 1 | Technology | 29.76% |
| 2 | Healthcare | 15.33% |
| 3 | Financials | 10.47% |
| 4 | Industrials | 9.22% |
| 5 | Communication Services | 6.35% |