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
$769M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.9M
3
+$9.2M
4
DOCU icon
DocuSign
DOCU
+$8.89M
5
CRM icon
Salesforce
CRM
+$8.59M

Top Sells

1
+$11.8M
2
+$9.54M
3
+$9.26M
4
SPGI icon
S&P Global
SPGI
+$8.81M
5
MKTX icon
MarketAxess Holdings
MKTX
+$6.51M

Sector Composition

1 Technology 37.72%
2 Healthcare 10.52%
3 Financials 7.64%
4 Industrials 7.46%
5 Communication Services 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 3.13%
1,163,130
+22,650
2
$17.4M 2.27%
130,340
+7,040
3
$17M 2.21%
65,319
+3,383
4
$16.9M 2.19%
288,700
+4,795
5
$16.2M 2.11%
28,209
+1,363
6
$15.8M 2.06%
25,439
+571
7
$14.6M 1.9%
42,970
+2,015
8
$12.6M 1.63%
44,577
+2,252
9
$12.5M 1.63%
176,779
+164,668
10
$12M 1.57%
41,756
+1,315
11
$11.9M 1.55%
19,617
+702
12
$11.9M 1.54%
41,069
+1,349
13
$11.8M 1.54%
21,945
+543
14
$11.8M 1.53%
30,117
+1,345
15
$11.7M 1.52%
43,042
+31,667
16
$11.5M 1.5%
76,070
+2,687
17
$11.4M 1.49%
15,365
+570
18
$11M 1.43%
21,325
+727
19
$10.4M 1.35%
42,303
+40,296
20
$10.2M 1.33%
35,879
-565
21
$9.71M 1.26%
71,640
+2,950
22
$9.4M 1.22%
36,506
+34,527
23
$9.27M 1.21%
30,943
+1,097
24
$9.2M 1.2%
+79,007
25
$9.04M 1.18%
34,913
+1,319
1
2 3 4 5