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Products & Performance

Portfolio Characteristics as of 4/30/12* 

 

Stephens Small-Mid Cap Core Growth Separate Account 

Number of Holdings  74* 
Median Market Cap ($MM)    5196
Median Forward 12 Month P/E    20.8x 
Median Forward 12 Month EPS Growth    15.3% 
Most Recent Quarter EPS Growth YOY    16% 


Sector Weightings* 

  Stephens Small-Mid Cap Core Growth Separate Account
Consumer Discretionary  15.34%
Consumer Staples    4.52%
Energy  10.42%
Financials    6.63%
Health Care  24.57%
Industrials    9.01%
Information Technology  27.80%
Materials    1.72%
Telecommunication Services    0.00%
Utilities    0.00%

 


Top Ten Holdings* 

  Stephens Small-Mid Cap Core Growth Separate Account
Advisory Board Co.  2.82%
Core Laboratories N.V.  2.49%
Ross Stores Inc.  2.35%
Alliance Data Systems Corp.  2.23%
Cerner Corp.  2.20%
Intuitive Surgical Inc.  2.17%
IDEXX Laboratories Inc.  1.93%
Red Hat Inc.  1.89%
OSI Systems Inc.  1.87%
Gen-Probe Inc.  1.81%


*This information is shown as supplemental only and complements the full disclosure presentation located by clicking here.  Holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security. Excludes money market fund holdings.


Performance Attribution*
Stephens Small-Mid Cap Core Growth Composite vs. Russell 2500® Growth Index
2/1/2005 to 4/30/2012
U.S. Dollar

Complete Holdings as of 3/31/2012