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
$2.28B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$62M
3
+$52.8M
4
NVDA icon
NVIDIA
NVDA
+$35.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M

Top Sells

1
+$10.4M
2
+$463K
3
+$390K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$347K
5
BORR
Borr Drilling
BORR
+$233K

Sector Composition

1 Technology 17.11%
2 Financials 7.61%
3 Healthcare 6.47%
4 Industrials 5.45%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.33M 0.06%
29,303
+16,552
277
$1.33M 0.06%
5,787
+4,528
278
$1.32M 0.06%
6,566
+4,516
279
$1.32M 0.06%
+6,807
280
$1.32M 0.06%
+7,253
281
$1.32M 0.06%
5,870
+3,489
282
$1.32M 0.06%
32,061
+26,211
283
$1.3M 0.06%
10,107
+107
284
$1.3M 0.06%
23,559
+16,444
285
$1.29M 0.06%
17,811
+14,821
286
$1.29M 0.06%
3,909
+3,005
287
$1.29M 0.06%
24,429
+19,843
288
$1.29M 0.06%
10,109
+5,684
289
$1.27M 0.06%
11,930
+4,910
290
$1.26M 0.06%
+30,531
291
$1.26M 0.06%
+5,029
292
$1.25M 0.05%
9,268
+5,470
293
$1.24M 0.05%
+13,662
294
$1.24M 0.05%
9,084
+4,797
295
$1.24M 0.05%
49,376
+13,110
296
$1.24M 0.05%
+25,304
297
$1.24M 0.05%
23,021
+15,596
298
$1.22M 0.05%
+15,621
299
$1.21M 0.05%
+89,924
300
$1.21M 0.05%
1,463
+739
10 11
12
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