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
$703M
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.85M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$842K
5
CHX
ChampionX
CHX
+$618K

Top Sells

1
+$1.69M
2
+$1.58M
3
+$1.36M
4
ZM icon
Zoom
ZM
+$677K
5
EA icon
Electronic Arts
EA
+$433K

Sector Composition

1 Technology 35.4%
2 Financials 10.56%
3 Healthcare 10.17%
4 Industrials 7.66%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 3.24%
1,140,480
+9,480
2
$18.1M 2.57%
61,936
-571
3
$15.7M 2.23%
26,846
+429
4
$15.7M 2.23%
24,868
-355
5
$15.1M 2.14%
123,300
+2,980
6
$14.2M 2.02%
40,955
+825
7
$13.5M 1.92%
283,905
+4,735
8
$12.6M 1.79%
40,441
+658
9
$11.5M 1.63%
42,325
+3,108
10
$11.5M 1.63%
122,030
+2,399
11
$10.9M 1.55%
20,598
+376
12
$10.6M 1.51%
36,444
+761
13
$10.5M 1.49%
21,402
+393
14
$10.2M 1.45%
14,795
+171
15
$10.1M 1.43%
18,915
+397
16
$10M 1.43%
73,383
+1,813
17
$10M 1.43%
68,690
+1,410
18
$9.54M 1.36%
27,492
+651
19
$9.26M 1.32%
47,340
-1,987
20
$8.81M 1.25%
21,473
+415
21
$8.64M 1.23%
33,594
+833
22
$8.23M 1.17%
29,846
+785
23
$7.96M 1.13%
100,778
+3,158
24
$7.93M 1.13%
39,720
+2,791
25
$7.39M 1.05%
28,772
-951
1
2 3 4 5