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
426
$730K 0.03%
+13,484
427
$730K 0.03%
+20,800
428
$729K 0.03%
+15,149
429
$728K 0.03%
+2,735
430
$725K 0.03%
6,452
+4,612
431
$724K 0.03%
+8,431
432
$723K 0.03%
+7,182
433
$722K 0.03%
+3,637
434
$720K 0.03%
3,655
+1,612
435
$718K 0.03%
22,854
+3,540
436
$718K 0.03%
5,184
+3,786
437
$716K 0.03%
19,825
+9,693
438
$698K 0.03%
63,244
+1,019
439
$697K 0.03%
+1,737
440
$687K 0.03%
9,793
+6,907
441
$686K 0.03%
8,193
+4,963
442
$683K 0.03%
+6,398
443
$681K 0.03%
+3,295
444
$681K 0.03%
7,587
+2,351
445
$679K 0.03%
31,719
+10,752
446
$677K 0.03%
+23,923
447
$675K 0.03%
6,907
+1,926
448
$673K 0.03%
+8,490
449
$672K 0.03%
+8,778
450
$672K 0.03%
+18,333
16 17
18
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