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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
SPGI icon
176
S&P Global
SPGI
$126B
$284K 0.04%
571
+131
+30% +$66.5K
MCO icon
177
Moody's
MCO
$81.7B
$276K 0.04%
582
-2
-0.3% -$955
AMD icon
178
Advanced Micro Devices
AMD
$851B
$268K 0.04%
2,219
-23,213
-91% -$3.34M
SPY icon
179
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$262K 0.04%
447
-381
-46% -$224K
NEM icon
180
Newmont
NEM
$98.2B
$261K 0.04%
7,000
+2,000
+40% +$91.2K
DUK icon
181
Duke Energy
DUK
$102B
$259K 0.04%
2,407
-5
-0.2% -$566
BMY icon
182
Bristol-Myers Squibb
BMY
$127B
$255K 0.04%
4,500
– –
PEG icon
183
Public Service Enterprise Group
PEG
$39.8B
$244K 0.03%
2,893
-4
-0.1% -$354
RSG icon
184
Republic Services
RSG
$66.7B
$243K 0.03%
1,207
-41
-3% -$8.49K
HSY icon
185
Hershey
HSY
$35.4B
$241K 0.03%
1,426
– –
VRSK icon
186
Verisk Analytics
VRSK
$26.4B
$241K 0.03%
874
-1
-0.1% -$278
VTI icon
187
Vanguard Total Stock Market ETF
VTI
$654B
$239K 0.03%
825
-8
-1% -$2.33K
KR icon
188
Kroger
KR
$34.8B
$233K 0.03%
3,808
-4
-0.1% -$235
AWK icon
189
American Water Works
AWK
$26.3B
$232K 0.03%
+1,861
New +$251K
AVB icon
190
AvalonBay Communities
AVB
$27.1B
$229K 0.03%
1,040
+41
+4% +$9.26K
BRK.B icon
191
Berkshire Hathaway Class B
BRK.B
$1.07T
$227K 0.03%
500
– –
CL icon
192
Colgate-Palmolive
CL
$72.6B
$226K 0.03%
2,481
-6
-0.2% -$573
MDT icon
193
Medtronic
MDT
$107B
$225K 0.03%
2,816
-6
-0.2% -$519
ITW icon
194
Illinois Tool Works
ITW
$81.4B
$225K 0.03%
887
-2
-0.2% -$531
AEE icon
195
Ameren
AEE
$31.5B
$224K 0.03%
2,513
-6
-0.2% -$537
BSX icon
196
Boston Scientific
BSX
$65.8B
$223K 0.03%
2,500
– –
EIX icon
197
Edison International
EIX
$30.7B
$219K 0.03%
+2,747
New +$230K
WEC icon
198
WEC Energy
WEC
$37.7B
$218K 0.03%
2,316
-44
-2% -$4.27K
NVS icon
199
Novartis
NVS
$295B
$217K 0.03%
2,225
– –
CSX icon
200
CSX Corp
CSX
$98.6B
$211K 0.03%
6,531
-12
-0.2% -$412
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.