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
$9.41B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,822
New
Increased
Reduced
Closed

Top Buys

1
+$83.5M
2
+$48.3M
3
+$47.6M
4
AAPL icon
Apple
AAPL
+$38.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$37.1M

Top Sells

1
+$7.75M
2
+$6.86M
3
+$5.34M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.06M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$4.49M

Sector Composition

1 Technology 16.07%
2 Financials 9.42%
3 Healthcare 6.99%
4 Industrials 5.39%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.85M 0.04%
7,767
+1,054
352
$3.84M 0.04%
6,839
+2,482
353
$3.81M 0.04%
9,159
+2,266
354
$3.79M 0.04%
46,447
+2,310
355
$3.78M 0.04%
53,028
+6,188
356
$3.76M 0.04%
28,420
+1,218
357
$3.75M 0.04%
28,759
-1,978
358
$3.74M 0.04%
194,651
+34,429
359
$3.72M 0.04%
37,526
-7,621
360
$3.72M 0.04%
61,724
+8,496
361
$3.7M 0.04%
6,951
+785
362
$3.68M 0.04%
40,244
+4,333
363
$3.68M 0.04%
13,650
+1,472
364
$3.66M 0.04%
51,436
+3,849
365
$3.66M 0.04%
154,599
+10,544
366
$3.66M 0.04%
30,691
+3,577
367
$3.62M 0.04%
40,662
+2,815
368
$3.62M 0.04%
62,244
-3,947
369
$3.62M 0.04%
45,700
+31,588
370
$3.59M 0.04%
115,487
+102,193
371
$3.59M 0.04%
131,434
+6,279
372
$3.57M 0.04%
103,213
+9,844
373
$3.56M 0.04%
31,654
+1,041
374
$3.54M 0.04%
56,937
+25,215
375
$3.53M 0.04%
77,037
+9,346
13 14
15
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