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
$564M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$6.85M
3
+$6.74M
4
TIF
Tiffany & Co.
TIF
+$4.01M
5
VFC icon
VF Corp
VFC
+$2.14M

Top Sells

1
+$6.16M
2
+$5.86M
3
+$5.17M
4
SNY icon
Sanofi
SNY
+$1.88M
5
DUK icon
Duke Energy
DUK
+$1.77M

Sector Composition

1 Technology 29.76%
2 Healthcare 15.33%
3 Financials 10.47%
4 Industrials 9.22%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 2.61%
1,129,160
+3,000
2
$14.4M 2.56%
61,596
+2,551
3
$12.7M 2.24%
25,324
+588
4
$12.2M 2.16%
24,434
+500
5
$11M 1.94%
40,142
+2,432
6
$10.8M 1.91%
117,638
+482
7
$10.7M 1.89%
34,943
+1,438
8
$10.6M 1.88%
38,889
+498
9
$10.1M 1.79%
115,540
+8,620
10
$9.5M 1.68%
69,623
+3,438
11
$9.44M 1.67%
25,951
+701
12
$8.45M 1.5%
91,440
+5,440
13
$8.43M 1.49%
58,723
+3,592
14
$8.29M 1.47%
37,281
+4,397
15
$8.01M 1.42%
269,665
+18,615
16
$7.94M 1.41%
38,264
+2,026
17
$7.89M 1.4%
17,676
+1,187
18
$7.61M 1.35%
19,802
+1,293
19
$7.54M 1.34%
+45,368
20
$7.5M 1.33%
13,144
+929
21
$7.15M 1.27%
50,405
+3,274
22
$6.94M 1.23%
16,918
+1,093
23
$6.85M 1.21%
+35,735
24
$6.74M 1.19%
+14,894
25
$6.56M 1.16%
19,954
+1,060
1
2 3 4 5