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
401
$3.19M 0.03%
34,796
+371
402
$3.19M 0.03%
49,797
+14,941
403
$3.19M 0.03%
72,902
+7,508
404
$3.18M 0.03%
4,712
+913
405
$3.14M 0.03%
87,935
+12,096
406
$3.13M 0.03%
111,335
+605
407
$3.13M 0.03%
5,834
+3,298
408
$3.12M 0.03%
19,012
+3,228
409
$3.11M 0.03%
6,079
+466
410
$3.11M 0.03%
100,377
+16,384
411
$3.11M 0.03%
100,685
-340
412
$3.07M 0.03%
27,909
+2,217
413
$3.07M 0.03%
121,775
+30,179
414
$3.06M 0.03%
47,100
+1,552
415
$3.06M 0.03%
9,404
+1,375
416
$3.05M 0.03%
9,198
-55
417
$3.04M 0.03%
29,169
+1,530
418
$3.03M 0.03%
45,010
+20,145
419
$3.03M 0.03%
12,182
+2,818
420
$3.02M 0.03%
42,858
+5,885
421
$2.99M 0.03%
11,418
-803
422
$2.98M 0.03%
24,384
+5,239
423
$2.97M 0.03%
16,610
+4,051
424
$2.96M 0.03%
93,276
+51
425
$2.91M 0.03%
9,564
+1,965
15 16
17
18 19