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
576
$457K 0.02%
+1,699
577
$456K 0.02%
+6,854
578
$455K 0.02%
17,107
+5,709
579
$455K 0.02%
34,545
+24,092
580
$454K 0.02%
+3,363
581
$451K 0.02%
+22,974
582
$447K 0.02%
18,087
583
$447K 0.02%
10,596
+8
584
$447K 0.02%
+7,288
585
$446K 0.02%
+15,159
586
$443K 0.02%
+1,162
587
$443K 0.02%
+3,755
588
$441K 0.02%
+8,117
589
$441K 0.02%
9,485
+4,233
590
$438K 0.02%
2,554
+872
591
$432K 0.02%
+4,720
592
$430K 0.02%
4,731
+1,853
593
$429K 0.02%
+2,836
594
$427K 0.02%
+1,360
595
$424K 0.02%
+8,399
596
$424K 0.02%
+6,458
597
$424K 0.02%
4,000
+1,307
598
$423K 0.02%
9,359
+2,900
599
$423K 0.02%
+4,346
600
$423K 0.02%
+6,202
22 23
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