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
$546M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.33M
3
+$3.24M
4
CMI icon
Cummins
CMI
+$2.04M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$977K

Top Sells

1
+$2.32M
2
+$1.7M
3
+$1.06M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$981K
5
CAG icon
Conagra Brands
CAG
+$916K

Sector Composition

1 Technology 23.7%
2 Industrials 17.95%
3 Financials 10.36%
4 Communication Services 8.86%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 2.36%
151,047
+379
2
$10.8M 1.99%
298,392
-1,760
3
$10.2M 1.87%
1,236,010
+3,200
4
$10.2M 1.87%
197,100
+405
5
$9.51M 1.74%
286,007
+1,601
6
$9.3M 1.7%
133,206
-353
7
$9.1M 1.67%
203,505
+1,685
8
$8.98M 1.65%
145,965
-1,178
9
$8.94M 1.64%
117,774
+368
10
$8.24M 1.51%
720,266
+7,044
11
$8.2M 1.5%
63,707
+688
12
$8.13M 1.49%
163,531
+604
13
$7.88M 1.44%
65,509
+256
14
$7.72M 1.41%
167,328
+754
15
$7.6M 1.39%
251,206
+490
16
$7.27M 1.33%
40,881
-904
17
$6.62M 1.21%
328,196
+2,428
18
$6.6M 1.21%
31,948
+296
19
$6.37M 1.17%
139,850
+2,205
20
$6.35M 1.16%
268,023
+2,130
21
$6.12M 1.12%
+214,497
22
$5.58M 1.02%
161,269
+1,843
23
$5.56M 1.02%
177,452
+784
24
$5.44M 1%
211,598
+1,760
25
$5.41M 0.99%
285,170
-215
1
2 3 4 5