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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 %
97.12%
Top 10 Hldgs %
20.84%
Holding
215
New
209
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IPGP icon
IPG Photonics
IPGP
+$11.8M
2
ALGN icon
Align Technology
ALGN
+$10.4M
3
AZZ icon
AZZ Inc
AZZ
+$9.58M
4
OII icon
Oceaneering
OII
+$9.4M
5
GHM icon
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
BGC icon
51
BGC Group
BGC
$5.58B
$3.07M 0.67%
+789,158
New +$2.87M
INTC icon
52
Intel
INTC
$466B
$2.97M 0.65%
+114,434
New +$2.77M
NXGN
53
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$2.92M 0.64%
+138,624
New +$3.12M
MLNX
54
DELISTED
Mellanox Technologies, Ltd.
MLNX
$2.89M 0.63%
+72,280
New +$2.76M
TGH
55
DELISTED
Textainer Group Holdings limited
TGH
$2.86M 0.62%
+71,055
New +$2.72M
BBEP
56
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
$2.84M 0.62%
+139,431
New +$2.66M
PHI icon
57
PLDT
PHI
$4.25B
$2.73M 0.6%
+45,431
New +$2.89M
LGCY
58
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
$2.65M 0.58%
+94,283
New +$2.59M
BBDC icon
59
Barings BDC
BBDC
$862M
$2.5M 0.55%
+90,456
New +$2.62M
LDR
60
DELISTED
Landauer Inc
LDR
$2.48M 0.54%
+47,081
New +$2.37M
MBT
61
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$2.47M 0.54%
+114,038
New +$2.51M
BOOM icon
62
DMC Global
BOOM
$121M
$2.38M 0.52%
+109,337
New +$2.42M
BBL
63
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$2.37M 0.52%
+38,218
New +$2.31M
ATCO
64
DELISTED
Atlas Corp.
ATCO
$2.33M 0.51%
+101,697
New +$2.27M
AAPL icon
65
Apple
AAPL
$4.89T
$2.22M 0.48%
+110,628
New +$2.09M
TNH
66
DELISTED
Terra Nitrogen
TNH
$2.13M 0.46%
+15,063
New +$2.68M
SYNT
67
DELISTED
Syntel Inc
SYNT
$2.12M 0.46%
+46,582
New +$2.02M
TTEK icon
68
Tetra Tech
TTEK
$8.23B
$2.03M 0.44%
+363,530
New +$1.96M
SNY icon
69
Sanofi
SNY
$104B
$2.03M 0.44%
+37,883
New +$1.95M
SGU icon
70
Star Group
SGU
$428M
$2.03M 0.44%
+386,761
New +$2.08M
TLS
71
DELISTED
TELSTRA CRP LTD ADS(RP 5 ORD)
TLS
$2M 0.44%
+85,494
New +$2M
EZPW icon
72
Ezcorp Inc
EZPW
$1.82B
$2M 0.44%
+170,645
New +$2.26M
VIV icon
73
Telefônica Brasil
VIV
$22.4B
$1.95M 0.43%
+101,448
New +$2.06M
VEDL
74
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.92M 0.42%
+145,798
New +$1.79M
APU
75
DELISTED
AmeriGas Partners, L.P.
APU
$1.92M 0.42%
+43,012
New +$1.87M
1 2
3
4 5

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CICI
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UAG
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BC
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RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return

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.