SC
Stolper & Co Portfolio holdings
AUM
$304M
This Quarter Return
-25%
1 Year Return
+14.53%
3 Year Return
+53.46%
5 Year Return
+126.97%
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.55%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.31M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$7.22M |
| 3 |
JPMorgan Chase
JPM
|
$5.42M |
| 4 |
UnitedHealth
UNH
|
$4.69M |
| 5 |
Microsoft
MSFT
|
$4.48M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.53% |
| 2 | Financials | 18.08% |
| 3 | Healthcare | 14.22% |
| 4 | Energy | 11.23% |
| 5 | Industrials | 8.62% |
