SLG

Stanley-Laman Group Portfolio holdings

AUM $673M
1-Year Est. Return 14.64%
This Quarter Est. Return
1 Year Est. Return
+14.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$577K
3
+$519K
4
CTSH icon
Cognizant
CTSH
+$462K
5
BPL
Buckeye Partners, L.P.
BPL
+$414K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$706K
4
JPM icon
JPMorgan Chase
JPM
+$558K
5
C icon
Citigroup
C
+$517K

Sector Composition

1 Technology 21.54%
2 Industrials 17.01%
3 Financials 8.7%
4 Healthcare 8.6%
5 Energy 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 2.33%
174,098
-2,016
2
$8.37M 1.63%
200,414
-576
3
$8.33M 1.62%
139,262
-379
4
$8.07M 1.57%
67,938
-994
5
$8.05M 1.57%
206,475
-1,265
6
$7.95M 1.54%
63,487
-203
7
$7.73M 1.5%
272,294
-37,468
8
$7.67M 1.49%
59,582
-1,573
9
$7.23M 1.4%
171,903
+364
10
$7.14M 1.39%
151,798
-824
11
$7.05M 1.37%
245,166
-1,268
12
$6.94M 1.35%
342,350
+18
13
$6.89M 1.34%
134,670
-1,536
14
$6.79M 1.32%
120,837
-48
15
$6.75M 1.31%
79,043
-497
16
$6.7M 1.3%
168,823
-436
17
$6.7M 1.3%
275,253
-1,776
18
$6.66M 1.29%
308,637
-953
19
$6.62M 1.29%
144,067
-1,203
20
$6.53M 1.27%
1,291,385
+5,165
21
$6.3M 1.22%
44,282
-172
22
$6.17M 1.2%
264,818
+536
23
$6.05M 1.18%
48,930
-1,881
24
$5.88M 1.14%
190,238
-2,114
25
$5.68M 1.1%
173,891
-3,241
1
2 3 4 5