PRODUCTS & PERFORMANCE
Portfolio Characteristics as of 7/31/2020*
| Stephens Mid Cap Growth Composite |
|
Number of Holdings |
91* |
|
Median Market Cap ($MM) |
18,689 |
|
Median Forward 12 Month P/E |
36.3x |
|
Median Forward 12 Month EPS Growth |
10.9% |
|
Most Recent Quarter EPS Growth YOY |
-4.6% |
Sector Weightings*
| Stephens Mid Cap Growth Composite |
|
Communication Services |
9.31% |
|
Consumer Discretionary |
12.60% |
|
Consumer Staples |
2.30% |
|
Energy |
1.09% |
|
Financials |
5.53% |
|
Health Care |
22.69% |
|
Industrials |
12.50% |
|
Information Technology |
33.97% |
|
Materials |
0.00% |
Real Estate
|
0.00% |
|
Utilities |
0.00% |
Top Ten Holdings*
| Stephens Mid Cap Growth Composite |
DocuSign, Inc.
| 2.43% |
DexCom, Inc.
| 2.41% |
|
Cadence Design Systems, Inc. | 2.32% |
|
Shopify, Inc. |
2.27% |
IDEXX Laboratories, Inc.
|
2.27% |
Spotify Technology
|
2.15% |
MarketAxess Holdings Inc.
|
2.15% |
MercadoLibre, Inc.
|
2.14% |
|
Verisk Analytics Inc |
1.97% |
|
ResMed Inc. |
1.92% |
*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.
