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
201
– –
-4,033
202
– –
-2,747
203
– –
-15,457
204
– –
-25,616
5 6 7 8
9