SI
Stephens Inc Portfolio holdings
AUM
$8.04B
1-Year Est. Return
19.37%
This Fund
S&P 500
1 Year Est. Return
+19.37%
AUM
$2.02B
AUM Growth
+$160M
(+8.6%)
Holding
922
Top Buys
| 1 | +$7.97M | |
| 2 | +$4.82M | |
| 3 | +$4.78M | |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$4.16M |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$3.38M |
Top Sells
| 1 | +$15M | |
| 2 | +$3.96M | |
| 3 | +$2.79M | |
| 4 |
DELL
DELL INC
DELL
|
+$2.66M |
| 5 |
State Street SPDR Dow Jones REIT ETF
RWR
|
+$2.59M |
Sector Composition
| 1 | Industrials | 6.71% |
| 2 | Energy | 6.58% |
| 3 | Healthcare | 5.77% |
| 4 | Financials | 5.56% |
| 5 | Technology | 4.68% |