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
$453M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$5.58M
3
+$5.54M
4
MCO icon
Moody's
MCO
+$5.52M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Top Sells

1
+$6.71M
2
+$6.47M
3
+$6.1M
4
PANW icon
Palo Alto Networks
PANW
+$4.91M
5
AKBA icon
Akebia Therapeutics
AKBA
+$4.3M

Sector Composition

1 Technology 29.27%
2 Healthcare 16.12%
3 Financials 10.88%
4 Industrials 10.21%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 3.36%
1,126,160
+14,480
2
$12.1M 2.68%
24,736
+257
3
$11.6M 2.57%
59,045
+2,347
4
$10.8M 2.38%
38,391
+804
5
$9.88M 2.18%
37,710
+1,120
6
$9.61M 2.12%
117,156
+7,397
7
$9.41M 2.08%
23,934
+743
8
$8.26M 1.82%
25,250
+931
9
$7.83M 1.73%
106,920
+7,880
10
$7.74M 1.71%
33,505
+1,231
11
$7.3M 1.61%
86,000
+6,570
12
$7.19M 1.59%
55,131
+4,905
13
$7.06M 1.56%
66,185
+3,457
14
$6.92M 1.53%
32,884
-564
15
$6.81M 1.5%
18,894
+17,517
16
$6.71M 1.48%
36,238
+3,046
17
$6.55M 1.45%
15,825
+1,034
18
$6.37M 1.41%
61,836
+1,932
19
$6.18M 1.36%
69,312
+2,394
20
$6.12M 1.35%
36,039
+607
21
$5.92M 1.31%
251,050
+236,925
22
$5.88M 1.3%
12,215
+960
23
$5.88M 1.3%
16,489
+15,515
24
$5.86M 1.29%
20,209
+19,048
25
$5.5M 1.21%
68,961
-1,946
1
2 3 4 5