SCP

Stamos Capital Partners Portfolio holdings

AUM $557M
1-Year Est. Return 6.02%
This Quarter Est. Return
1 Year Est. Return
+6.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M

Top Sells

1 +$46.3M
2 +$2.98M
3 +$2.95M
4
UAL icon
United Airlines
UAL
+$1.95M
5
M icon
Macy's
M
+$1.9M

Sector Composition

1 Financials 16.51%
2 Energy 14.86%
3 Communication Services 9.63%
4 Healthcare 9.54%
5 Technology 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,000
52
-35,000
53
-3,000
54
-45,000