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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
BMY icon
151
Bristol-Myers Squibb
BMY
$127B
$344K 0.05%
6,340
+248
+4% +$12.6K
V icon
152
Visa
V
$677B
$342K 0.05%
1,227
-3,305
-73% -$912K
HD icon
153
Home Depot
HD
$332B
$338K 0.05%
882
– –
EPD icon
154
Enterprise Products Partners
EPD
$83.8B
$327K 0.05%
11,204
– –
ACN icon
155
Accenture
ACN
$89.9B
$325K 0.05%
939
– –
NDAQ icon
156
Nasdaq
NDAQ
$51.5B
$325K 0.05%
5,151
– –
ENB icon
157
Enbridge
ENB
$124B
$324K 0.05%
8,968
+3,000
+50% +$106K
AMD icon
158
Advanced Micro Devices
AMD
$851B
$322K 0.05%
1,784
– –
BIV icon
159
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$291K 0.04%
3,619
+218
+6% +$16.4K
JNJ icon
160
Johnson & Johnson
JNJ
$635B
$274K 0.04%
1,733
– –
ADI icon
161
Analog Devices
ADI
$181B
$273K 0.04%
1,379
-17,141
-93% -$3.3M
NEE icon
162
NextEra Energy
NEE
$187B
$271K 0.04%
4,245
-2,131
-33% -$125K
IEI icon
163
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$269K 0.04%
2,324
+137
+6% +$15.9K
OEF icon
164
iShares S&P 100 ETF
OEF
$19.8B
$262K 0.04%
+498
New +$118K
SYK icon
165
Stryker
SYK
$127B
$257K 0.04%
719
– –
GD icon
166
General Dynamics
GD
$105B
$249K 0.03%
880
– –
CTAS icon
167
Cintas
CTAS
$82.4B
$245K 0.03%
1,424
– –
APH icon
168
Amphenol
APH
$188B
$243K 0.03%
4,208
– –
VTI icon
169
Vanguard Total Stock Market ETF
VTI
$654B
$242K 0.03%
933
– –
CSX icon
170
CSX Corp
CSX
$98.6B
$239K 0.03%
6,458
– –
RSG icon
171
Republic Services
RSG
$66.7B
$239K 0.03%
1,248
-116
-9% -$20.6K
MCO icon
172
Moody's
MCO
$81.7B
$230K 0.03%
584
– –
BKNG icon
173
Booking.com
BKNG
$138B
$229K 0.03%
1,575
-38,475
-96% -$5.48M
MDT icon
174
Medtronic
MDT
$107B
$226K 0.03%
2,597
– –
SO icon
175
Southern Company
SO
$110B
$224K 0.03%
3,127
– –
4 5 6
7
8

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.