SIMG

Stephens Investment Management Group Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.46%
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.51B
AUM Growth
+$673M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$27.6M
3
+$19.3M
4
MEDP icon
Medpace
MEDP
+$19.2M
5
FIVE icon
Five Below
FIVE
+$15.9M

Top Sells

1
+$87.6M
2
+$57.6M
3
+$44.1M
4
PANW icon
Palo Alto Networks
PANW
+$41.5M
5
BOX icon
Box
BOX
+$25.2M

Sector Composition

1 Technology 26.42%
2 Industrials 19.37%
3 Healthcare 18.68%
4 Consumer Discretionary 10.47%
5 Financials 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.3M 0.38%
2,499,926
-10,488
102
$27.6M 0.37%
+473,025
103
$26.8M 0.36%
992,313
+144,783
104
$26.5M 0.35%
1,464,105
-2,054
105
$24.4M 0.32%
622,741
-2,821
106
$24.3M 0.32%
265,346
-4,746
107
$24.2M 0.32%
160,808
-2,878
108
$22.7M 0.3%
391,836
+9,489
109
$22.4M 0.3%
167,805
+22,784
110
$21.2M 0.28%
310,284
-87,344
111
$19.9M 0.27%
941,978
+263,463
112
$19.3M 0.26%
798,022
-941
113
$17.5M 0.23%
404,861
+32,517
114
$16.6M 0.22%
51,853
+1,152
115
$16.2M 0.22%
318,219
+49
116
$15.9M 0.21%
+628,693
117
$15.4M 0.2%
540,242
+33,871
118
$15M 0.2%
102,251
+2,562
119
$14.8M 0.2%
219,071
+55,086
120
$13.7M 0.18%
116,237
-575
121
$13.5M 0.18%
1,036,620
-8,146
122
$13.4M 0.18%
503,449
-1,663
123
$12.8M 0.17%
215,148
+2,850
124
$12.3M 0.16%
317,666
+7,742
125
$11.9M 0.16%
192,410
+27,721
3 4
5
6 7