SIMG

Stephens Investment Management Group Portfolio holdings

AUM $7.68B
1-Year Est. Return 34.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.57B
AUM Growth
+$643M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$26.9M
3 +$20M
4
PCOR icon
Procore
PCOR
+$19.9M
5
U icon
Unity
U
+$14.1M

Top Sells

1 +$46.4M
2 +$44.8M
3 +$39.4M
4
GLOB icon
Globant
GLOB
+$34.3M
5
PLTR icon
Palantir
PLTR
+$33M

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
$260K ﹤0.01%
+2,258
177
$254K ﹤0.01%
482
178
$252K ﹤0.01%
464
179
-291,410
180
-2,710,850