SIMG
Stephens Investment Management Group Portfolio holdings
AUM
$7.71B
1-Year Est. Return
38.04%
1 Year Est. Return
+38.04%
AUM
$7.57B
AUM Growth
+$643M
(+9.3%)
Holding
180
Top Buys
| 1 | +$32.4M | |
| 2 | +$28.2M | |
| 3 | +$20.9M | |
| 4 |
Sweetgreen
SG
|
+$18M |
| 5 |
Unity
U
|
+$15.5M |
Top Sells
| 1 | +$59.5M | |
| 2 | +$54.5M | |
| 3 | +$43.2M | |
| 4 |
Palantir
PLTR
|
+$38.4M |
| 5 |
AeroVironment
AVAV
|
+$36.9M |
Sector Composition
| 1 | Technology | 25.79% |
| 2 | Industrials | 20.6% |
| 3 | Healthcare | 16.58% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Financials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Shopify
SHOP
$198B
| $260K | ﹤0.01% |
+2,258
|
|
||
177
S&P Global
SPGI
$150B
| $254K | ﹤0.01% |
482
|
|
||
178
Intuitive Surgical
ISRG
$199B
| $252K | ﹤0.01% |
464
|
|
||
179
Neogen
NEOG
$1.39B
| – | – |
-2,710,850
|
|
||
180
Globant
GLOB
$2.67B
| – | – |
-291,410
|
|