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
601
$1.74M 0.02%
16,055
-20,481
602
$1.72M 0.02%
3,981
+923
603
$1.71M 0.02%
+43,650
604
$1.71M 0.02%
47,047
+21,448
605
$1.71M 0.02%
848
+114
606
$1.71M 0.02%
8,845
+2,930
607
$1.7M 0.02%
34,531
+21,491
608
$1.69M 0.02%
34,554
+681
609
$1.68M 0.02%
11,697
+2,010
610
$1.68M 0.02%
7,307
+651
611
$1.68M 0.02%
69,056
+3,411
612
$1.67M 0.02%
51,904
+28,507
613
$1.67M 0.02%
6,512
+3,606
614
$1.66M 0.02%
35,832
+31,139
615
$1.66M 0.02%
12,174
+4,213
616
$1.65M 0.02%
14,542
-235
617
$1.65M 0.02%
36,900
+2,592
618
$1.65M 0.02%
43,540
+3,406
619
$1.65M 0.02%
80,780
+4,757
620
$1.64M 0.02%
13,754
+7,208
621
$1.63M 0.02%
14,538
+3,546
622
$1.63M 0.02%
24,885
+3,356
623
$1.63M 0.02%
5,647
+4,003
624
$1.62M 0.02%
73,884
+546
625
$1.62M 0.02%
6,821
-223
23 24
25
26 27