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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 %
97.12%
Top 10 Hldgs %
20.84%
Holding
215
New
209
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IPGP icon
IPG Photonics
IPGP
+$11.8M
2
ALGN icon
Align Technology
ALGN
+$10.4M
3
AZZ icon
AZZ Inc
AZZ
+$9.58M
4
OII icon
Oceaneering
OII
+$9.4M
5
GHM icon
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
BBBY
176
DELISTED
Bed Bath & Beyond Inc
BBBY
$211K 0.05%
+2,623
New +$203K
BBSI icon
177
Barrett Business Services
BBSI
$976M
$210K 0.05%
+9,076
New +$185K
MDSO
178
DELISTED
Medidata Solutions, Inc.
MDSO
$209K 0.05%
+3,454
New +$191K
DECK icon
179
Deckers Outdoor
DECK
$13.3B
$208K 0.05%
+14,760
New +$182K
GOOG icon
180
Alphabet (Google) Class C
GOOG
$3.9T
$207K 0.05%
+7,428
New +$188K
TRP icon
181
TC Energy
TRP
$73.5B
$207K 0.05%
+4,525
New +$201K
WIFI
182
DELISTED
Boingo Wireless, Inc.
WIFI
$207K 0.05%
+32,359
New +$216K
NOV icon
183
NOV
NOV
$7.45B
$206K 0.05%
+2,870
New +$209K
CMI icon
184
Cummins
CMI
$91.7B
$201K 0.04%
+1,425
New +$189K
DVA icon
185
DaVita
DVA
$15.1B
$201K 0.04%
+3,165
New +$186K
GRPN icon
186
Groupon
GRPN
$980M
$118K 0.03%
+500
New +$103K
4 5 6 7
8

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UAG
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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.