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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
+5.68%
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
$712M
AUM Growth
-$408K
Cap. Flow
-$14.6M
Cap. Flow %
-2.05%
Top 10 Hldgs %
16.46%
Holding
309
New
18
Increased
67
Reduced
121
Closed
27

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.4M
2
MDB icon
MongoDB
MDB
+$9.12M
3
BRKR icon
Bruker
BRKR
+$5.27M
4
CVS icon
CVS Health
CVS
+$4.22M
5
NSSC icon
Napco Security Technologies
NSSC
+$4M

Top Sells

Rank Stock Value
1
EXAS
Exact Sciences
EXAS
+$6.37M
2
NOV icon
NOV
NOV
+$4.06M
3
GAMB
Gambling.com
GAMB
+$3.53M
4
MU icon
Micron Technology
MU
+$3.43M
5
VRNT
Verint Systems
VRNT
+$3.37M

Sector Composition

Rank Sector Weight
1 Technology 30.59%
2 Industrials 13.61%
3 Healthcare 8.03%
4 Energy 7.19%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMPL icon
151
Amplitude
AMPL
$1.07B
$457K 0.06%
43,305
-10,385
-19% -$104K
XNTK icon
152
State Street SPDR NYSE Technology ETF
XNTK
$2.06B
$454K 0.06%
1,953
– –
IEI icon
153
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$433K 0.06%
3,749
+630
+20% +$73.5K
BRZE icon
154
Braze
BRZE
$2.45B
$426K 0.06%
10,163
-994
-9% -$36.1K
NDAQ icon
155
Nasdaq
NDAQ
$51.5B
$398K 0.06%
5,151
– –
MRK icon
156
Merck
MRK
$324B
$396K 0.06%
3,981
-2,043
-34% -$211K
CTSH icon
157
Cognizant
CTSH
$21.5B
$385K 0.05%
5,000
– –
ENB icon
158
Enbridge
ENB
$124B
$381K 0.05%
8,968
– –
V icon
159
Visa
V
$677B
$380K 0.05%
1,202
-3
-0.2% -$902
PEP icon
160
PepsiCo
PEP
$186B
$372K 0.05%
2,448
-4
-0.2% -$655
ABBV icon
161
AbbVie
ABBV
$458B
$372K 0.05%
2,092
– –
MDLZ icon
162
Mondelez International
MDLZ
$77.7B
$356K 0.05%
5,967
+111
+2% +$7.34K
EPD icon
163
Enterprise Products Partners
EPD
$83.8B
$351K 0.05%
11,204
– –
SHV icon
164
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$349K 0.05%
3,170
+669
+27% +$73.8K
SHY icon
165
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$349K 0.05%
4,252
+891
+27% +$73.2K
JNJ icon
166
Johnson & Johnson
JNJ
$635B
$348K 0.05%
2,407
+674
+39% +$104K
ADBE icon
167
Adobe
ADBE
$89.5B
$346K 0.05%
777
+362
+87% +$179K
IEF icon
168
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$338K 0.05%
3,652
+737
+25% +$69.6K
IBM icon
169
IBM
IBM
$202B
$330K 0.05%
1,500
– –
ISRG icon
170
Intuitive Surgical
ISRG
$121B
$326K 0.05%
625
+74
+13% +$38.5K
EXC icon
171
Exelon
EXC
$48.6B
$322K 0.05%
+8,558
New +$332K
AME icon
172
Ametek
AME
$55.5B
$307K 0.04%
1,705
-2
-0.1% -$364
OEF icon
173
iShares S&P 100 ETF
OEF
$19.8B
$293K 0.04%
498
-84
-14% -$24K
UVSP icon
174
Univest Financial
UVSP
$1.23B
$292K 0.04%
9,884
– –
SO icon
175
Southern Company
SO
$110B
$291K 0.04%
3,534
+288
+9% +$25.3K
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
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PS
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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 2024 Portfolio in Review

As of Q4 2024, Stanley-Laman Group held 309 positions worth $712M, down 0.06% from $713M the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Stanley-Laman Group's Q4 2024 filing shows 18 new, 67 increased, 121 reduced and 27 closed positions. Its largest new stake was MongoDB: 32,301 shares worth $7.52M. The largest sale was Exact Sciences, an estimated $6.37M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 31% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley-Laman Group's largest Q4 2024 buy was MongoDB: 32,301 shares worth $7.52M.
  • Stanley-Laman Group added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $16.4M increase.
  • Stanley-Laman Group's biggest Q4 2024 reduction was Gambling.com, cutting an estimated $3.53M.
  • Stanley-Laman Group fully exited Exact Sciences in Q4 2024, selling an estimated $6.37M.
  • Stanley-Laman Group's ten largest holdings make up 16% of its $712M portfolio in Q4 2024.
  • Stanley-Laman Group opened 18 new positions and closed 27 in Q4 2024.
  • Stanley-Laman Group's portfolio value fell 0.06% quarter-over-quarter to $712M.

Based on Stanley-Laman Group's 13F filing for Q4 2024, filed 29 Jan 2025.