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
376
$3.53M 0.04%
10,567
+5,816
377
$3.53M 0.04%
117,349
-4,705
378
$3.52M 0.04%
22,868
+1,616
379
$3.5M 0.04%
23,810
+974
380
$3.5M 0.04%
127,860
+32,020
381
$3.49M 0.04%
111,677
+100,564
382
$3.48M 0.04%
8,059
+1,906
383
$3.48M 0.04%
96,727
-3,524
384
$3.46M 0.04%
148,084
+17,306
385
$3.44M 0.04%
41,105
+5,581
386
$3.44M 0.04%
17,106
+1,296
387
$3.44M 0.04%
94,319
-1,623
388
$3.43M 0.04%
65,482
-20,626
389
$3.42M 0.04%
10,157
+1,910
390
$3.41M 0.04%
29,688
+9,104
391
$3.41M 0.04%
37,273
-1,115
392
$3.38M 0.04%
61,741
-205
393
$3.37M 0.04%
65,942
+52,626
394
$3.34M 0.04%
147,173
+18,783
395
$3.34M 0.04%
58,038
-3,123
396
$3.28M 0.03%
29,272
+26,103
397
$3.25M 0.03%
48,330
+4,072
398
$3.25M 0.03%
4,860
+685
399
$3.25M 0.03%
59,060
+12,241
400
$3.2M 0.03%
61,216
-436
14 15
16
17 18