SIMG

Stephens Investment Management Group Portfolio holdings

AUM $7.71B
1-Year Est. Return 38.04%
This Quarter Est. Return
1 Year Est. Return
+38.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$18.5M
3
+$15.9M
4
WT icon
WisdomTree
WT
+$15.6M
5
RICE
Rice Energy Inc.
RICE
+$15.5M

Top Sells

1
+$46.2M
2
+$23M
3
+$22.1M
4
DXPE icon
DXP Enterprises
DXPE
+$21.5M
5
KOG
KODIAK OIL & GAS CORP
KOG
+$18.5M

Sector Composition

1 Technology 23.72%
2 Industrials 18.67%
3 Healthcare 15.42%
4 Consumer Discretionary 9.61%
5 Financials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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