SI

Stephens Inc Portfolio holdings

AUM $7.85B
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.93%
2 Industrials 5.87%
3 Healthcare 5.43%
4 Financials 4.65%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$3K ﹤0.01%
+150
777
$3K ﹤0.01%
+45
778
$2K ﹤0.01%
+57
779
$2K ﹤0.01%
+270
780
$2K ﹤0.01%
+85
781
$2K ﹤0.01%
+45
782
$2K ﹤0.01%
+40
783
$2K ﹤0.01%
+20
784
$1K ﹤0.01%
+15
785
$1K ﹤0.01%
+25
786
$1K ﹤0.01%
+15