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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
+5.59%
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
$713M
AUM Growth
+$59.6M
Cap. Flow
+$30.7M
Cap. Flow %
4.31%
Top 10 Hldgs %
16.4%
Holding
258
New
25
Increased
76
Reduced
63
Closed
10

Top Buys

Rank Stock Value
1
PODD icon
Insulet
PODD
+$13.6M
2
VNM icon
VanEck Vietnam ETF
VNM
+$6.65M
3
VAL icon
Valaris
VAL
+$3.92M
4
MRVL icon
Marvell Technology
MRVL
+$3.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.73M

Top Sells

Rank Stock Value
1
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$9.05M
2
BKNG icon
Booking.com
BKNG
+$5.48M
3
ENS icon
EnerSys
ENS
+$3.58M
4
ADI icon
Analog Devices
ADI
+$3.3M
5
ABT icon
Abbott
ABT
+$3.19M

Sector Composition

Rank Sector Weight
1 Technology 33.16%
2 Industrials 13.11%
3 Healthcare 12.03%
4 Energy 7.6%
5 Financials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UUUU icon
101
Energy Fuels
UUUU
$2.82B
$2.85M 0.4%
+453,436
New +$3.05M
OSIS icon
102
OSI Systems
OSIS
$3.57B
$2.85M 0.4%
+19,945
New +$2.62M
WTTR icon
103
Select Water Solutions
WTTR
$2.51B
$2.83M 0.4%
307,009
+5,348
+2% +$43.1K
PTEN icon
104
Patterson-UTI
PTEN
$3.87B
$2.73M 0.38%
228,315
+61,003
+36% +$678K
SCI icon
105
Service Corp International
SCI
$11.4B
$2.69M 0.38%
36,276
-17
-0% -$1.2K
SNX icon
106
TD Synnex
SNX
$19.4B
$2.46M 0.34%
21,744
+2,045
+10% +$212K
NABL icon
107
N-able
NABL
$769M
$2.21M 0.31%
+168,952
New +$2.24M
JPM icon
108
JPMorgan Chase
JPM
$939B
$2.01M 0.28%
10,017
+2
+0% +$361
AVGO icon
109
Broadcom
AVGO
$1.82T
$1.75M 0.25%
13,210
– –
AMZN icon
110
Amazon
AMZN
$2.5T
$1.64M 0.23%
9,114
-540
-6% -$90.1K
HUBS icon
111
HubSpot
HUBS
$10.5B
$1.56M 0.22%
2,484
-53
-2% -$31.9K
PFE icon
112
Pfizer
PFE
$140B
$1.4M 0.2%
50,430
-5,169
-9% -$143K
ABT icon
113
Abbott
ABT
$180B
$1.14M 0.16%
10,065
-27,868
-73% -$3.19M
SNPS icon
114
Synopsys
SNPS
$71.5B
$1.14M 0.16%
1,999
+9
+0.5% +$4.95K
NCNO icon
115
nCino
NCNO
$1.81B
$1.04M 0.15%
27,720
+1,826
+7% +$57.5K
DT icon
116
Dynatrace
DT
$12.1B
$1.02M 0.14%
22,068
-150
-0.7% -$7.81K
O icon
117
Realty Income
O
$61.2B
$989K 0.14%
18,285
– –
IWF icon
118
iShares Russell 1000 Growth ETF
IWF
$122B
$894K 0.13%
10,608
-4
-0% -$322
ASML icon
119
ASML
ASML
$675B
$886K 0.12%
4,657
– –
AMPL icon
120
Amplitude
AMPL
$1.07B
$874K 0.12%
80,376
+4,774
+6% +$58.6K
BRZE icon
121
Braze
BRZE
$2.45B
$864K 0.12%
19,504
-140
-0.7% -$7.56K
DASTY
122
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
$861K 0.12%
19,454
+2
+0% +$89
YOU icon
123
Clear Secure
YOU
$5.26B
$805K 0.11%
37,865
+3,529
+10% +$70.2K
IP icon
124
International Paper
IP
$22.3B
$788K 0.11%
20,185
-1,250
-6% -$45.3K
INTU icon
125
Intuit
INTU
$81.1B
$748K 0.1%
1,151
– –
3 4
5
6 7

Similar funds

VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return

Stanley-Laman Group's Q1 2024 Portfolio in Review

As of Q1 2024, Stanley-Laman Group held 258 positions worth $713M, up 9.1% from $654M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Stanley-Laman Group deployed $30.7M of net new capital in Q1 2024, opening 25 new positions and adding to 76 existing holdings. Its largest new stake was Insulet: 73,158 shares worth $12.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Industrials and Healthcare.

On the sell side, the largest reduction was Booking.com, an estimated $5.48M trimmed.

  • Stanley-Laman Group's largest Q1 2024 buy was Insulet: 73,158 shares worth $12.5M.
  • Stanley-Laman Group added most to Alphabet (Google) Class A in Q1 2024, an estimated $3.73M increase.
  • Stanley-Laman Group's biggest Q1 2024 reduction was Booking.com, cutting an estimated $5.48M.
  • Stanley-Laman Group fully exited Shockwave Medical, Inc. Common Stock in Q1 2024, selling an estimated $9.05M.
  • Stanley-Laman Group's ten largest holdings make up 16% of its $713M portfolio in Q1 2024.
  • Stanley-Laman Group opened 25 new positions and closed 10 in Q1 2024.
  • Stanley-Laman Group's portfolio value rose 9.1% quarter-over-quarter to $713M.

Based on Stanley-Laman Group's 13F filing for Q1 2024, filed 17 Apr 2024.