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
626
$1.6M 0.02%
12,770
+3,351
627
$1.6M 0.02%
11,525
+33
628
$1.59M 0.02%
12,385
-283
629
$1.59M 0.02%
14,024
+1,945
630
$1.58M 0.02%
77,843
+31,975
631
$1.57M 0.02%
30,064
+5,172
632
$1.57M 0.02%
10,824
+4,481
633
$1.57M 0.02%
22,693
+5,048
634
$1.57M 0.02%
42,207
-11,956
635
$1.57M 0.02%
11,485
-585
636
$1.56M 0.02%
18,798
+4,011
637
$1.56M 0.02%
36,239
+2,897
638
$1.56M 0.02%
22,920
+8,142
639
$1.55M 0.02%
9,402
+2,310
640
$1.54M 0.02%
60,716
+48,149
641
$1.54M 0.02%
18,243
-104
642
$1.53M 0.02%
17,682
+6,457
643
$1.53M 0.02%
23,556
-933
644
$1.52M 0.02%
50,641
+19,699
645
$1.52M 0.02%
4,510
+2,465
646
$1.51M 0.02%
23,840
-10,676
647
$1.51M 0.02%
18,812
+14,902
648
$1.51M 0.02%
38,926
+273
649
$1.5M 0.02%
8,180
+2,513
650
$1.5M 0.02%
52,322
+6,558
24 25
26
27 28