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
651
$1.5M 0.02%
5,063
+2,078
652
$1.5M 0.02%
175,169
+43,730
653
$1.5M 0.02%
43,745
+14,367
654
$1.5M 0.02%
11,240
+30
655
$1.49M 0.02%
10,593
+333
656
$1.49M 0.02%
18,897
-4,199
657
$1.49M 0.02%
6,993
-4,408
658
$1.49M 0.02%
6,228
-1,322
659
$1.48M 0.02%
29,263
+24,385
660
$1.48M 0.02%
22,777
+4,676
661
$1.48M 0.02%
6,228
-169
662
$1.47M 0.02%
20,987
+13,097
663
$1.47M 0.02%
9,593
+300
664
$1.47M 0.02%
9,707
+2,242
665
$1.47M 0.02%
7,152
-757
666
$1.47M 0.02%
68,406
+3,820
667
$1.46M 0.02%
78,510
-54,821
668
$1.46M 0.02%
25,150
+7,574
669
$1.45M 0.02%
27,782
-4,086
670
$1.45M 0.02%
11,385
+8,411
671
$1.45M 0.02%
148,277
-22,026
672
$1.45M 0.02%
42,538
-1,787
673
$1.45M 0.02%
9,277
-2,306
674
$1.44M 0.02%
26,303
+1,728
675
$1.44M 0.02%
5,165
-326
25 26
27
28 29