SLG

Stanley-Laman Group Portfolio holdings

AUM $702M
1-Year Est. Return 25.77%
This Quarter Est. Return
1 Year Est. Return
+25.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.53M
3
+$5.33M
4
KVYO icon
Klaviyo
KVYO
+$4.85M
5
INTU icon
Intuit
INTU
+$4.44M

Top Sells

1
+$79M
2
+$11M
3
+$9.1M
4
PCTY icon
Paylocity
PCTY
+$5.78M
5
PAYC icon
Paycom
PAYC
+$5.5M

Sector Composition

1 Technology 31.86%
2 Industrials 13.35%
3 Healthcare 10.75%
4 Energy 6.82%
5 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 1.87%
32,391
-403
2
$10M 1.54%
95,004
+36,909
3
$9.85M 1.52%
21,154
+105
4
$9.78M 1.51%
19,035
-17,715
5
$9.72M 1.5%
236,235
+1,491
6
$9.36M 1.44%
70,696
-330
7
$8.68M 1.34%
101,591
-3,066
8
$8.65M 1.33%
38,929
-2,349
9
$8.34M 1.28%
57,046
-435
10
$8.25M 1.27%
41,575
+18,722
11
$7.75M 1.19%
549,186
-9,728
12
$7.59M 1.17%
736,960
+388,971
13
$7.38M 1.14%
34,790
-569
14
$7.05M 1.08%
387,640
+177,189
15
$7M 1.08%
78,581
-948
16
$6.27M 0.97%
35,767
+3,466
17
$6.08M 0.94%
128,993
+117,251
18
$6.07M 0.93%
+61,207
19
$6.05M 0.93%
10,585
+9,333
20
$5.9M 0.91%
60,406
-830
21
$5.76M 0.89%
689,610
+77,463
22
$5.73M 0.88%
244,531
+118,706
23
$5.67M 0.87%
8,428
+2
24
$5.65M 0.87%
36,527
-22,381
25
$5.52M 0.85%
10,078
-689
1
2 3 4 5