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SLG
Stanley-Laman Group Portfolio holdings
AUM
$814M
1-Year Est. Return
40.24%
This Fund
S&P 500
This Quarter
Est. Return
+6.57%
1 Year Est. Return
+40.24%
3 Year Est. Return
+82.87%
5 Year Est. Return
+77.64%
10 Year Est. Return
+275.61%
AUM
$458M
AUM Growth
–
Cap. Flow
+$445M
Cap. Flow
% of AUM
97.12%
Top 10 Holdings %
Top 10 Hldgs %
20.84%
Holding
215
New
209
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IPG Photonics
IPGP
|
+$11.8M |
| 2 |
Align Technology
ALGN
|
+$10.4M |
| 3 |
AZZ Inc
AZZ
|
+$9.58M |
| 4 |
Oceaneering
OII
|
+$9.4M |
| 5 |
Graham Corp
GHM
|
+$9.17M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.68% |
| 2 | Industrials | 14.19% |
| 3 | Energy | 8.35% |
| 4 | Communication Services | 6.86% |
| 5 | Financials | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TIS
26
DELISTED
Orchids Paper Products, Inc.
TIS
| $4.86M | 1.06% |
+148,070
| New | +$4.5M |
|
27
Darling Ingredients
DAR
$9.93B
| $4.78M | 1.04% |
+228,979
| New | +$4.9M |
|
28
Ericsson
ERIC
$30.7B
| $4.76M | 1.04% |
+388,833
| New | +$4.83M |
|
29
HDFC Bank
HDB
$119B
| $4.71M | 1.03% |
+547,572
| New | +$4.66M |
|
|
LO
30
DELISTED
LORILLARD INC COM STK
LO
| $4.68M | 1.02% |
+92,362
| New | +$4.6M |
|
|
BSFT
31
DELISTED
BroadSoft, Inc.
BSFT
| $4.54M | 0.99% |
+166,023
| New | +$4.91M |
|
32
Fortinet
FTNT
$112B
| $4.5M | 0.98% |
+1,175,640
| New | +$4.58M |
|
|
CKP
33
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $4.32M | 0.94% |
+273,645
| New | +$4.29M |
|
34
AstraZeneca
AZN
$263B
| $4.27M | 0.93% |
+71,885
| New | +$3.91M |
|
|
EDP
35
DELISTED
EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD)
EDP
| $4.26M | 0.93% |
+116,448
| New | +$4.26M |
|
36
Leggett & Platt
LEG
$1.52B
| $3.99M | 0.87% |
+128,953
| New | +$3.84M |
|
|
RAI
37
DELISTED
Reynolds American Inc
RAI
| $3.94M | 0.86% |
+157,628
| New | +$3.98M |
|
38
GSK
GSK
$103B
| $3.86M | 0.84% |
+57,821
| New | +$3.75M |
|
|
SVC
39
Service Properties Trust
SVC
$1.1B
| $3.76M | 0.82% |
+28,020
| New | +$3.9M |
|
|
SIX
40
DELISTED
Six Flags Entertainment Corp.
SIX
| $3.75M | 0.82% |
+101,990
| New | +$3.68M |
|
41
Dolby
DLB
$4.72B
| $3.71M | 0.81% |
+96,101
| New | +$3.46M |
|
42
Cleveland-Cliffs
CLF
$6.81B
| $3.63M | 0.79% |
+138,302
| New | +$3.41M |
|
|
CTCM
43
DELISTED
CTC MEDIA INC COM STK
CTCM
| $3.53M | 0.77% |
+253,795
| New | +$3.14M |
|
|
KRFT
44
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $3.46M | 0.76% |
+64,184
| New | +$3.43M |
|
45
Navios Maritime Partners
NMM
$2.25B
| $3.42M | 0.75% |
+11,921
| New | +$2.92M |
|
46
National CineMedia
NCMI
$354M
| $3.38M | 0.74% |
+16,923
| New | +$3.15M |
|
|
MIC
47
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $3.37M | 0.74% |
+61,901
| New | +$3.36M |
|
|
CAJ
48
DELISTED
Canon, Inc.
CAJ
| $3.37M | 0.74% |
+105,262
| New | +$3.37M |
|
|
WBK
49
DELISTED
Westpac Banking Corporation
WBK
| $3.26M | 0.71% |
+112,277
| New | +$3.43M |
|
|
MCEP
50
DELISTED
Mid-Con Energy Partners, LP
MCEP
| $3.08M | 0.67% |
+6,751
| New | +$3.18M |
|
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Stanley-Laman Group's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Stanley-Laman Group, which disclosed 215 positions worth $458M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is IPG Photonics: 173,279 shares worth $13.4M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Industrials and Energy.
- Stanley-Laman Group's largest Q4 2013 buy was IPG Photonics: 173,279 shares worth $13.4M.
- Stanley-Laman Group's ten largest holdings make up 21% of its $458M portfolio in Q4 2013.
- Stanley-Laman Group disclosed 215 positions in Q4 2013, its first 13F filing on record.
Based on Stanley-Laman Group's 13F filing for Q4 2013, filed 27 Mar 2014.