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
426
$2.91M 0.03%
49,270
+1,874
427
$2.9M 0.03%
27,176
+4,594
428
$2.88M 0.03%
88,728
+1,791
429
$2.88M 0.03%
253,148
-3,156
430
$2.88M 0.03%
17,808
-70
431
$2.87M 0.03%
5,982
-1,118
432
$2.82M 0.03%
36,148
+3,952
433
$2.81M 0.03%
8,634
+478
434
$2.81M 0.03%
16,175
+5,668
435
$2.8M 0.03%
29,545
+4,409
436
$2.8M 0.03%
+107,113
437
$2.8M 0.03%
22,042
+2,522
438
$2.78M 0.03%
59,650
+5,247
439
$2.77M 0.03%
34,724
+9,992
440
$2.75M 0.03%
6,565
-287
441
$2.73M 0.03%
31,138
+2,850
442
$2.71M 0.03%
10,996
-367
443
$2.69M 0.03%
107,253
-12,614
444
$2.67M 0.03%
43,720
-87,337
445
$2.65M 0.03%
45,835
+3,999
446
$2.65M 0.03%
133,500
+14,924
447
$2.65M 0.03%
42,929
+6,396
448
$2.64M 0.03%
21,829
+4,191
449
$2.64M 0.03%
26,306
+3,115
450
$2.63M 0.03%
43,894
-4,334
16 17
18
19 20