SI

STEPHENS INC /AR/

13F
STEPHENS INC /AR/
Last update 2024-02-14 1199 Stocks (99 new)
Value $5.76 Bil Turnover 7 %
Countries:
Top Holdings: VTI(3.44%)AAPL(2.53%)MSFT(2.06%)IWD(1.93%)SHY(1.88%)
Portfolio Report

STEPHENS INC /AR/ Profile

Stephens Inc. is an investment management firm based out of Little Rock, Arkansas. The company was originally established in 1933 by W.R. “Witt” Stephens, who set up the firm first to trade Arkansas Highway bonds, and has grown from its inception to now operate with additional locations in Atlanta, Austin, Boston, and Chicago. Stephens Inc. currently operates as a subsidiary of SI Holdings Inc. and has grown from its inception to now operate with 627 total employees of which 243 are investment professionals. The company conducts its research internally, utilizing a fundamental methodology with a long term perspective to make its investment decisions. Stephens Inc. invests most heavily in the finance sector, which alone makes up over a third of the firm’s total asset allocations, and also invests in the information technology, consumer staples, health care, consumer discretionary, utilities and telecommunications, energy, and real estate sectors, among other sectors to a lesser degree, in order of decreasing allocation. Stephens Inc. holds its allocations for just over 14 quarters on average although the firm holds its top 10 allocations for 18.9 quarters on average. In the most recent quarter, Stephens Inc. has had a turnover rate of approximately 17%. Stephens Inc. oversees over $6.6 billion in total assets under management spread across over 9,600 total accounts, all of which are discretionary accounts except for 1,500 which make up just over $1 billion of its managed assets. Both of the firm’s total assets under management and total number of accounts have been increasing in recent years with its total assets under management growing significantly from $2.7 billion back in 2010 to well over twice that amount today. Stephens Inc. mainly caters to individuals, which alone makes up over two thirds of its client base, and also provides to a variety of other clientele.
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