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
$323M
AUM Growth
+$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.33M
3
+$2.89M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$2.82M
5
VZ icon
Verizon
VZ
+$2.71M

Top Sells

1
+$10.1M
2
+$9.45M
3
+$2.63M
4
CMCSA icon
Comcast
CMCSA
+$1.54M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.43M

Sector Composition

1 Healthcare 11.9%
2 Technology 11.63%
3 Communication Services 10.75%
4 Consumer Discretionary 9.8%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 4.99%
153,211
+13,701
2
$11.4M 3.54%
109,562
+2,450
3
$5.81M 1.8%
75,000
4
$4.77M 1.48%
148,430
+48,299
5
$4.15M 1.29%
77,815
+50,835
6
$4.12M 1.28%
79,224
+35,070
7
$3.6M 1.11%
105,568
+44,043
8
$3.46M 1.07%
+87,782
9
$3.33M 1.03%
+92,231
10
$3.22M 1%
22,379
+11,251
11
$3.21M 1%
127,423
+79,010
12
$3.2M 0.99%
37,894
-4,015
13
$3.19M 0.99%
45,773
+29,815
14
$3.14M 0.97%
28,507
-3,712
15
$3M 0.93%
97,803
+66,879
16
$2.98M 0.92%
100,544
+59,727
17
$2.96M 0.92%
56,893
+35,112
18
$2.96M 0.92%
25,036
+15,549
19
$2.96M 0.92%
18,101
+9,841
20
$2.91M 0.9%
208,729
+140,253
21
$2.89M 0.89%
+78,360
22
$2.84M 0.88%
36,620
+16,805
23
$2.82M 0.87%
+111,573
24
$2.69M 0.83%
53,606
+33,627
25
$2.66M 0.82%
73,389
+28,939
1
2 3 4 5