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
$584M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.39M
3
+$5.72M
4
ABBV icon
AbbVie
ABBV
+$4.76M
5
T icon
AT&T
T
+$4.05M

Top Sells

1
+$6.67M
2
+$3.03M
3
+$2.83M
4
CAJ
Canon, Inc.
CAJ
+$2.82M
5
MAT icon
Mattel
MAT
+$2.22M

Sector Composition

1 Technology 17.39%
2 Healthcare 13.44%
3 Communication Services 12.48%
4 Industrials 8.99%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 2.24%
+241,822
2
$10.4M 1.79%
126,035
+8,069
3
$10.2M 1.75%
50,162
+41,160
4
$9.2M 1.58%
668,980
-32,174
5
$9.12M 1.56%
346,217
-15,093
6
$9.06M 1.55%
111,449
-10,134
7
$8.68M 1.49%
45,912
-7,157
8
$8.41M 1.44%
264,356
-16,365
9
$7.91M 1.36%
167,452
-6,949
10
$7.53M 1.29%
34,117
-818
11
$7.47M 1.28%
343,804
-21,469
12
$7.43M 1.27%
249,905
-1,749
13
$7.2M 1.23%
837,456
-37,229
14
$7.05M 1.21%
155,900
+544
15
$6.98M 1.19%
93,422
-13,506
16
$6.96M 1.19%
143,894
-13,592
17
$6.95M 1.19%
30,890
-1,148
18
$6.88M 1.18%
160,100
-23,395
19
$6.82M 1.17%
59,674
-6,517
20
$6.65M 1.14%
255,972
+155,928
21
$6.57M 1.13%
85,538
-13,591
22
$6.3M 1.08%
132,934
+4,310
23
$6.12M 1.05%
969,703
+236,237
24
$5.92M 1.01%
61,079
-4,464
25
$5.9M 1.01%
97,099
-1,433
1
2 3 4 5