THE POWER OF GROWTH®

Stephens Leaders & Innovators All Cap Growth Strategy

PRODUCTS & PERFORMANCE


Portfolio Characteristics as of 1/31/2021*

Stephens Leaders & Innovators All Cap Growth Strategy
Number of Holdings 66*
Median Market Cap ($MM) 30,144
Median Forward 12 Month P/E 42.4x
Median Forward 12 Month EPS Growth 18.9%
Most Recent Quarter EPS Growth YOY 11.5%


Sector Weightings*


Stephens Leaders & Innovators All Cap Growth Strategy
Communication Services 12.91%
Consumer Discretionary 8.62%
Consumer Staples 3.19%
Energy 0.40%
Financials 6.59%
Health Care 16.25%
Industrials 15.31%
Information Technology 36.73%
Materials 0.00%
Real Estate
0.00%
Utilities 0.00%


Top Ten Holdings*


Stephens Leaders & Innovators All Cap Growth Strategy
Microsoft Corporation
4.87%
PayPal Holdings Inc3.91%
Shopify, Inc.3.71%
Taiwan Semiconductor Manufacturing Co. 3.15%
MercadoLibre, Inc.
2.99%
CoStar Group, Inc.
2.58%
Spotify Technology 2.39%
MarketAxess Holdings Inc. 2.33%
ICON Plc 2.21%
Axon Enterprise Inc 2.09%
*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.
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