SCP

Stamos Capital Partners Portfolio holdings

AUM $530M
1-Year Est. Return 9.4%
This Quarter Est. Return
1 Year Est. Return
+9.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$316M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$6.72M
3
+$3.95M
4
BBY icon
Best Buy
BBY
+$3.16M
5
WBA
Walgreens Boots Alliance
WBA
+$3.08M

Top Sells

1
+$9.16M
2
+$6.86M
3
+$6.68M
4
BP icon
BP
BP
+$6.21M
5
BX icon
Blackstone
BX
+$6.05M

Sector Composition

1 Technology 14.25%
2 Financials 12.89%
3 Healthcare 12.42%
4 Energy 12.27%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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