THE POWER OF GROWTH®

Stephens Leaders & Innovators All Cap Growth Strategy

PRODUCTS & PERFORMANCE


Portfolio Characteristics as of 3/31/2021*

Stephens Leaders & Innovators All Cap Growth Strategy
Number of Holdings 66*
Median Market Cap ($MM) 30,606
Median Forward 12 Month P/E 40.5x
Median Forward 12 Month EPS Growth 15.9%
Most Recent Quarter EPS Growth YOY 8.22%


Sector Weightings*


Stephens Leaders & Innovators All Cap Growth Strategy
Communication Services 12.59%
Consumer Discretionary 8.83%
Consumer Staples 3.28%
Energy 0.53%
Financials 7.03%
Health Care 15.50%
Industrials 14.21%
Information Technology 38.03%
Materials 0.00%
Real Estate
0.00%
Utilities 0.00%


Top Ten Holdings*


Stephens Leaders & Innovators All Cap Growth Strategy
Microsoft Corporation
5.00%
Shopify, Inc.3.78%
PayPal Holdings Inc
3.10%
Taiwan Semiconductor Manufacturing Co. 3.10%
MercadoLibre, Inc.
2.50%
Square, Inc.
2.17%
MarketAxess Holdings Inc. 2.17%
ICON Plc 2.15%
Illumina, Inc. 2.12%
SVB Financial Group 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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