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
$412M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.05M
3
+$1.61M
4
MSM icon
MSC Industrial Direct
MSM
+$995K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$923K

Top Sells

1
+$4.08M
2
+$1.14M
3
+$985K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$869K
5
KHC icon
Kraft Heinz
KHC
+$820K

Sector Composition

1 Technology 18.41%
2 Industrials 16.57%
3 Healthcare 11.27%
4 Consumer Discretionary 6.56%
5 Financials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.04M 1.71%
71,372
-2,761
2
$6.6M 1.6%
62,500
3
$6.33M 1.54%
322,240
-26,624
4
$6.1M 1.48%
103,680
+77,420
5
$6.04M 1.47%
33,179
+304
6
$5.85M 1.42%
21,948
-1,446
7
$5.77M 1.4%
16,558
+35
8
$5.58M 1.36%
47,721
-296
9
$5.51M 1.34%
136,032
-9,264
10
$5.47M 1.33%
21,718
+72
11
$5.46M 1.33%
53,765
-4,355
12
$5.45M 1.32%
32,692
-524
13
$5.4M 1.31%
28,872
-2,040
14
$5.38M 1.31%
76,588
-1,387
15
$5.27M 1.28%
56,148
-444
16
$5.2M 1.26%
33,360
-2,603
17
$5.14M 1.25%
65,024
-602
18
$5.12M 1.24%
22,885
-195
19
$5.07M 1.23%
86,268
-4,536
20
$5.07M 1.23%
31,723
-766
21
$5.07M 1.23%
1,128,360
-13,720
22
$5M 1.21%
168,048
+2,231
23
$4.96M 1.21%
25,857
+17
24
$4.86M 1.18%
26,584
+234
25
$4.82M 1.17%
1,743
-144
1
2 3 4 5