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SC
Stolper & Co Portfolio holdings
AUM
$387M
1-Year Est. Return
25.53%
This Fund
S&P 500
This Quarter
Est. Return
-25%
1 Year Est. Return
+25.53%
3 Year Est. Return
+70.5%
5 Year Est. Return
+93.54%
10 Year Est. Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
128.25%
Top 10 Holdings %
Top 10 Hldgs %
35.55%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.61M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$8.39M |
| 3 |
Oneok
OKE
|
+$7.64M |
| 4 |
JPMorgan Chase
JPM
|
+$7.32M |
| 5 |
UnitedHealth
UNH
|
+$5.17M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.53% |
| 2 | Financials | 18.63% |
| 3 | Healthcare | 14.22% |
| 4 | Energy | 11.23% |
| 5 | Industrials | 8.62% |
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Stolper & Co's Q1 2020 Portfolio in Review
Q1 2020 is the first quarter with a 13F filing on record for Stolper & Co, which disclosed 84 positions worth $139M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is Apple: 130,696 shares worth $8.31M.
By sector, the portfolio is most concentrated in Technology at 20% of assets, followed by Financials and Healthcare.
- Stolper & Co's largest Q1 2020 buy was Apple: 130,696 shares worth $8.31M.
- Stolper & Co's ten largest holdings make up 36% of its $139M portfolio in Q1 2020.
- Stolper & Co disclosed 84 positions in Q1 2020, its first 13F filing on record.
Based on Stolper & Co's 13F filing for Q1 2020, filed 14 Apr 2020.