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
$234M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$7.52M
2 +$4.95M
3 +$3.89M
4
GILD icon
Gilead Sciences
GILD
+$2.95M
5
MRK icon
Merck
MRK
+$2.48M

Top Sells

1 +$18.4M
2 +$13.2M
3 +$9.35M
4
C icon
Citigroup
C
+$7.11M
5
BCS icon
Barclays
BCS
+$6.42M

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
-165,000
77
-6,100