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
476
$2.42M 0.03%
30,503
+862
477
$2.41M 0.03%
21,537
+977
478
$2.39M 0.03%
11,336
+1,558
479
$2.39M 0.03%
32,647
+1,670
480
$2.39M 0.03%
12,613
+2,258
481
$2.39M 0.03%
521
+82
482
$2.39M 0.03%
28,565
+4,049
483
$2.38M 0.03%
40,026
-1,291
484
$2.37M 0.03%
28,716
+3,019
485
$2.36M 0.03%
16,472
+4,339
486
$2.34M 0.02%
92,998
+2,600
487
$2.34M 0.02%
71,115
-2,939
488
$2.34M 0.02%
14,694
+3,815
489
$2.33M 0.02%
50,768
-2,340
490
$2.33M 0.02%
139,918
+112,651
491
$2.32M 0.02%
50,166
-96
492
$2.31M 0.02%
121,427
+55,481
493
$2.31M 0.02%
14,599
+58
494
$2.31M 0.02%
60,192
+8,492
495
$2.31M 0.02%
15,666
+2,098
496
$2.3M 0.02%
13,061
+944
497
$2.3M 0.02%
2,862
+210
498
$2.28M 0.02%
112,118
+1,901
499
$2.27M 0.02%
10,915
+2,176
500
$2.27M 0.02%
31,124
+6,873
18 19
20
21 22