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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 | |
|---|---|---|---|---|---|---|
|
SOHU
151
Sohu.com
SOHU
$336M
| $310K | 0.07% |
+4,249
| New | +$303K |
|
152
Prudential Financial
PRU
$41.7B
| $303K | 0.07% |
+3,288
| New | +$281K |
|
|
CBI
153
DELISTED
Chicago Bridge & Iron Nv
CBI
| $289K | 0.06% |
+3,471
| New | +$263K |
|
154
Philip Morris
PM
$301B
| $283K | 0.06% |
+3,247
| New | +$284K |
|
155
AbbVie
ABBV
$458B
| $282K | 0.06% |
+5,339
| New | +$262K |
|
156
Alliance Resource Partners
ARLP
$3.18B
| $281K | 0.06% |
+7,308
| New | +$275K |
|
157
EXL Service
EXLS
$4.23B
| $277K | 0.06% |
+50,205
| New | +$275K |
|
158
Manulife Financial
MFC
$72.6B
| $277K | 0.06% |
+14,028
| New | +$257K |
|
|
WX
159
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $275K | 0.06% |
+7,176
| New | +$227K |
|
|
SIVBO
160
DELISTED
SVB Capital II Cumulative Trust Preferred Securities
SIVBO
| $265K | 0.06% |
+10,527
| New | +$267K |
|
161
Berkshire Hathaway Class B
BRK.B
$1.07T
| $258K | 0.06% |
+2,175
| New | +$252K |
|
|
MASI
162
DELISTED
Masimo
MASI
| $250K | 0.05% |
+8,560
| New | +$240K |
|
163
Gartner
IT
$9.41B
| $247K | 0.05% |
+3,475
| New | +$219K |
|
164
Copa Holdings
CPA
$5.56B
| $245K | 0.05% |
+1,530
| New | +$231K |
|
|
CERN
165
DELISTED
Cerner Corp
CERN
| $245K | 0.05% |
+4,400
| New | +$247K |
|
|
CEB
166
DELISTED
CEB Inc.
CEB
| $238K | 0.05% |
+3,080
| New | +$226K |
|
167
Maximus
MMS
$3.14B
| $231K | 0.05% |
+5,262
| New | +$242K |
|
168
Vale
VALE
$62.9B
| $231K | 0.05% |
+15,141
| New | +$235K |
|
|
HOVNP
169
Hovnanian Enterprises Series A Preferred Stock
HOVNP
$102M
| $228K | 0.05% |
+16,250
| New | +$233K |
|
170
Wabtec
WAB
$51.1B
| $226K | 0.05% |
+3,042
| New | +$205K |
|
|
CEMI
171
DELISTED
Chembio diagnostics, Inc.
CEMI
| $226K | 0.05% |
+67,143
| New | +$237K |
|
172
Flowserve
FLS
$9.25B
| $220K | 0.05% |
+2,790
| New | +$193K |
|
173
Corning
GLW
$126B
| $220K | 0.05% |
+12,338
| New | +$203K |
|
174
CF Industries
CF
$19.2B
| $216K | 0.05% |
+4,635
| New | +$203K |
|
175
Visa
V
$677B
| $211K | 0.05% |
+3,792
| New | +$191K |
|
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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.