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
$133M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$10M
3 +$5.01M
4
MSFT icon
Microsoft
MSFT
+$5M
5
AMZN icon
Amazon
AMZN
+$4.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.8%
2 Financials 15.69%
3 Consumer Discretionary 15.33%
4 Healthcare 13.05%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$68K 0.05%
+4,635
77
$64K 0.05%
+4,000
78
$60K 0.05%
+2,045
79
$54K 0.04%
+14,700
80
$53K 0.04%
+1,170
81
$35K 0.03%
+210
82
$35K 0.03%
+3,250
83
$32K 0.02%
+13,760
84
$31K 0.02%
+750
85
$28K 0.02%
+130
86
$18K 0.01%
+140
87
$14K 0.01%
+4,000