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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
+4.57%
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
$850M
AUM Growth
+$81.1M
Cap. Flow
+$61.5M
Cap. Flow %
7.24%
Top 10 Hldgs %
17.3%
Holding
316
New
63
Increased
100
Reduced
42
Closed
58

Top Buys

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$18.4M
2
SNAP icon
Snap
SNAP
+$12.4M
3
FRSH icon
Freshworks
FRSH
+$11.9M
4
CERT icon
Certara
CERT
+$11.8M
5
PLTR icon
Palantir
PLTR
+$11.6M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.7M
2
RGEN icon
Repligen
RGEN
+$11.9M
3
CRM icon
Salesforce
CRM
+$11.7M
4
MSCI icon
MSCI
MSCI
+$11.3M
5
ADSK icon
Autodesk
ADSK
+$10.1M

Sector Composition

Rank Sector Weight
1 Technology 40.55%
2 Healthcare 13.49%
3 Communication Services 6.46%
4 Financials 6.22%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMAT icon
151
LeMaitre Vascular
LMAT
$2.18B
$489K 0.06%
+9,740
New +$504K
IJH icon
152
iShares Core S&P Mid-Cap ETF
IJH
$123B
$479K 0.06%
8,455
-430
-5% -$23.9K
TSLA icon
153
Tesla
TSLA
$1.24T
$470K 0.06%
1,335
-28,293
-95% -$9.49M
ZM icon
154
Zoom
ZM
$25.8B
$448K 0.05%
2,437
-20,187
-89% -$4.75M
ZG icon
155
Zillow
ZG
$7.02B
$437K 0.05%
7,022
+512
+8% +$36.8K
DOMO icon
156
Domo
DOMO
$166M
$400K 0.05%
+8,070
New +$593K
ACN icon
157
Accenture
ACN
$89.9B
$396K 0.05%
956
-24
-2% -$8.75K
BX icon
158
Blackstone
BX
$104B
$388K 0.05%
3,000
– –
DD icon
159
DuPont de Nemours
DD
$18.6B
$380K 0.04%
+3,744
New +$356K
VEA icon
160
Vanguard FTSE Developed Markets ETF
VEA
$226B
$351K 0.04%
6,877
-288
-4% -$14.8K
PG icon
161
Procter & Gamble
PG
$343B
$348K 0.04%
2,128
– –
XNTK icon
162
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$340K 0.04%
1,953
– –
ADSK icon
163
Autodesk
ADSK
$44.3B
$316K 0.04%
1,123
-34,756
-97% -$10.1M
ELV icon
164
Elevance Health
ELV
$81.9B
$316K 0.04%
682
– –
INTC icon
165
Intel
INTC
$466B
$310K 0.04%
6,027
+2,000
+50% +$102K
ACLS icon
166
Axcelis
ACLS
$4.12B
$302K 0.04%
+4,049
New +$240K
AMKR icon
167
Amkor Technology
AMKR
$16.1B
$301K 0.04%
+12,132
New +$282K
INSP icon
168
Inspire Medical Systems
INSP
$1.42B
$300K 0.04%
+1,302
New +$318K
VTI icon
169
Vanguard Total Stock Market ETF
VTI
$654B
$300K 0.04%
1,241
-13
-1% -$3.07K
KO icon
170
Coca-Cola
KO
$354B
$296K 0.03%
5,000
– –
ONTO icon
171
Onto Innovation
ONTO
$13.6B
$283K 0.03%
+2,792
New +$241K
DIOD icon
172
Diodes
DIOD
$4B
$277K 0.03%
+2,526
New +$256K
MXL icon
173
MaxLinear
MXL
$6.49B
$272K 0.03%
+3,609
New +$231K
LFUS icon
174
Littelfuse
LFUS
$10.2B
$270K 0.03%
+858
New +$259K
MEDP icon
175
Medpace
MEDP
$16.8B
$270K 0.03%
+1,241
New +$260K
5 6
7
8 9

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

Stanley-Laman Group's Q4 2021 Portfolio in Review

As of Q4 2021, Stanley-Laman Group held 316 positions worth $850M, up 11% from $769M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Stanley-Laman Group deployed $61.5M of net new capital in Q4 2021, opening 63 new positions and adding to 100 existing holdings. Its largest new stake was Robinhood: 598,378 shares worth $10.6M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 38% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was NVIDIA, an estimated $19.7M trimmed.

  • Stanley-Laman Group's largest Q4 2021 buy was Robinhood: 598,378 shares worth $10.6M.
  • Stanley-Laman Group added most to UiPath in Q4 2021, an estimated $10M increase.
  • Stanley-Laman Group's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $19.7M.
  • Stanley-Laman Group fully exited Repligen in Q4 2021, selling an estimated $11.9M.
  • Stanley-Laman Group's ten largest holdings make up 17% of its $850M portfolio in Q4 2021.
  • Stanley-Laman Group opened 63 new positions and closed 58 in Q4 2021.
  • Stanley-Laman Group's portfolio value rose 11% quarter-over-quarter to $850M.

Based on Stanley-Laman Group's 13F filing for Q4 2021, filed 25 Jan 2022.