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
451
$2.58M 0.03%
6,548
+1,436
452
$2.58M 0.03%
19,643
+6,542
453
$2.58M 0.03%
29,914
+5,832
454
$2.57M 0.03%
159,955
+23,711
455
$2.56M 0.03%
8,680
+2,946
456
$2.56M 0.03%
71,645
+11,930
457
$2.56M 0.03%
25,530
+5,718
458
$2.54M 0.03%
17,539
+1,853
459
$2.52M 0.03%
18,425
+4,471
460
$2.52M 0.03%
22,643
+850
461
$2.51M 0.03%
34,018
+1,286
462
$2.51M 0.03%
4,543
-48
463
$2.5M 0.03%
12,471
+2,512
464
$2.48M 0.03%
9,632
+3,714
465
$2.48M 0.03%
39,655
+1,427
466
$2.48M 0.03%
30,985
-25,022
467
$2.46M 0.03%
80,543
-820
468
$2.46M 0.03%
9,498
+2,535
469
$2.46M 0.03%
121,451
+5,406
470
$2.46M 0.03%
10,225
+1,332
471
$2.45M 0.03%
1,767
-380
472
$2.44M 0.03%
44,012
+9,646
473
$2.44M 0.03%
47,143
-2,324
474
$2.43M 0.03%
21,293
+3,874
475
$2.43M 0.03%
11,915
+368
17 18
19
20 21