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
676
$1.43M 0.02%
41,097
+1,833
677
$1.43M 0.02%
16,008
+5,070
678
$1.43M 0.02%
5,243
-12
679
$1.43M 0.02%
16,363
+595
680
$1.42M 0.02%
39,221
+3,301
681
$1.42M 0.02%
24,330
-849
682
$1.42M 0.02%
24,543
-1,996
683
$1.42M 0.02%
36,930
+10,302
684
$1.42M 0.02%
42,081
685
$1.41M 0.02%
26,065
-1,107
686
$1.4M 0.01%
53,021
-3,972
687
$1.4M 0.01%
+40,422
688
$1.39M 0.01%
17,090
-631
689
$1.39M 0.01%
52,241
+2,276
690
$1.38M 0.01%
54,187
-1,474
691
$1.38M 0.01%
16,828
+2,800
692
$1.38M 0.01%
22,037
+2,990
693
$1.38M 0.01%
7,954
+656
694
$1.38M 0.01%
5,773
+49
695
$1.37M 0.01%
9,391
+2,184
696
$1.37M 0.01%
+56,704
697
$1.37M 0.01%
27,335
+3,524
698
$1.37M 0.01%
7,564
+1,599
699
$1.37M 0.01%
34,903
+1,531
700
$1.36M 0.01%
52,517
+15,662
26 27
28
29 30