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
676
$337K 0.01%
+19,320
677
$337K 0.01%
+1,659
678
$335K 0.01%
12,120
-100
679
$334K 0.01%
+4,660
680
$334K 0.01%
+3,117
681
$331K 0.01%
18,018
+6,900
682
$328K 0.01%
39,760
+27,257
683
$326K 0.01%
+2,472
684
$326K 0.01%
23,807
+607
685
$325K 0.01%
+3,265
686
$322K 0.01%
+1,787
687
$321K 0.01%
+4,492
688
$319K 0.01%
12,300
+2,043
689
$319K 0.01%
+11,225
690
$318K 0.01%
+9,737
691
$317K 0.01%
+7,351
692
$314K 0.01%
+1,826
693
$314K 0.01%
+2,543
694
$314K 0.01%
+1,832
695
$313K 0.01%
+1,896
696
$313K 0.01%
15,338
+1,364
697
$312K 0.01%
+7,325
698
$311K 0.01%
+3,775
699
$310K 0.01%
+9,272
700
$310K 0.01%
+1,385
26 27
28
29 30