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
$369M
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$3.36M
3 +$3M
4
PFE icon
Pfizer
PFE
+$2.88M
5
XOM icon
Exxon Mobil
XOM
+$2.73M

Top Sells

1 +$16.9M
2 +$8.55M
3 +$5.1M
4
BAC icon
Bank of America
BAC
+$4.98M
5
BX icon
Blackstone
BX
+$4.96M

Sector Composition

1 Healthcare 15.37%
2 Energy 14.16%
3 Financials 10.77%
4 Technology 8.93%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,910
127
-61,550
128
-13,631
129
-78,300
130
-10,360
131
-3,390
132
-4,770