SC

Stolper & Co Portfolio holdings

AUM $330M
1-Year Est. Return 13.42%
This Quarter Est. Return
1 Year Est. Return
+13.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$7.22M
3 +$5.42M
4
UNH icon
UnitedHealth
UNH
+$4.68M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$328K 0.24%
+37,256
77
$326K 0.23%
+6,532
78
$305K 0.22%
+30,924
79
$303K 0.22%
+26,180
80
$300K 0.22%
+27,142
81
$241K 0.17%
+26,225
82
$217K 0.16%
+14,628
83
$112K 0.08%
+11,567
84
$52K 0.04%
+10,371