SCP

Stamos Capital Partners Portfolio holdings

AUM $622M
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$5M
3 +$3.88M
4
GILD icon
Gilead Sciences
GILD
+$3.06M
5
MRK icon
Merck
MRK
+$2.43M

Top Sells

1 +$18.3M
2 +$8.83M
3 +$7.11M
4
M icon
Macy's
M
+$7.11M
5
F icon
Ford
F
+$5.56M

Sector Composition

1 Financials 11.4%
2 Energy 10.85%
3 Communication Services 7.67%
4 Healthcare 7.55%
5 Technology 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-173,000
77
-4,100