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
$445M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$2.69M
3 +$1.53M
4
PH icon
Parker-Hannifin
PH
+$1.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17M

Top Sells

1 +$4.63M
2 +$2.29M
3 +$2.11M
4
PM icon
Philip Morris
PM
+$1.94M
5
MON
Monsanto Co
MON
+$1.32M

Sector Composition

1 Industrials 17.84%
2 Healthcare 15.87%
3 Technology 15.47%
4 Materials 7.53%
5 Financials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.4M 2.33%
122,803
-14,464
2
$9.54M 2.14%
72,500
-2,500
3
$8.83M 1.98%
89,884
+10,728
4
$8.01M 1.8%
439,584
-21,119
5
$7.5M 1.68%
65,055
+180
6
$7.2M 1.62%
60,457
+1,210
7
$7.04M 1.58%
84,577
-2,515
8
$6.52M 1.46%
327,829
-130
9
$6.25M 1.4%
30,160
+127
10
$6.19M 1.39%
37,246
-373
11
$6.11M 1.37%
182,980
+3,886
12
$6.07M 1.36%
78,500
+1,231
13
$5.85M 1.31%
37,921
+983
14
$5.84M 1.31%
363,008
+5,280
15
$5.78M 1.3%
61,353
-1,164
16
$5.74M 1.29%
118,948
-3,866
17
$5.73M 1.29%
54,092
+548
18
$5.52M 1.24%
75,265
-120
19
$5.37M 1.21%
124,127
+930
20
$5.17M 1.16%
47,721
+387
21
$5.14M 1.16%
108,120
+1,309
22
$4.98M 1.12%
151,716
+1,332
23
$4.89M 1.1%
91,142
+1,653
24
$4.8M 1.08%
120,784
+170
25
$4.71M 1.06%
432,350
-19,093