P

&Partners Portfolio holdings

AUM $15.6B
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$14.5M
4
BND icon
Vanguard Total Bond Market
BND
+$4.72M
5
MSFT icon
Microsoft
MSFT
+$4.66M

Top Sells

1
+$3.59M
2
+$3.34M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.26M

Sector Composition

1 Technology 10.86%
2 Financials 7.39%
3 Healthcare 5.06%
4 Consumer Staples 4.55%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$272K 0.07%
1,100
227
$272K 0.07%
+2,418
228
$270K 0.07%
+1,130
229
$269K 0.07%
+718
230
$267K 0.07%
+4,556
231
$266K 0.06%
+691
232
$263K 0.06%
+6,186
233
$260K 0.06%
+3,415
234
$259K 0.06%
+5,340
235
$258K 0.06%
+16,564
236
$256K 0.06%
+3,252
237
$256K 0.06%
2,150
238
$252K 0.06%
+8,579
239
$250K 0.06%
+4,912
240
$249K 0.06%
528
-48
241
$248K 0.06%
+1,425
242
$242K 0.06%
3,314
243
$240K 0.06%
+1,090
244
$240K 0.06%
+421
245
$232K 0.06%
+1,682
246
$231K 0.06%
1,785
247
$231K 0.06%
+14,118
248
$231K 0.06%
+12,885
249
$228K 0.06%
+13,285
250
$227K 0.06%
2,370
8 9
10
11 12