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
701
$1.36M 0.01%
8,047
-102
702
$1.36M 0.01%
8,745
+1,128
703
$1.36M 0.01%
16,557
+4,460
704
$1.35M 0.01%
11,637
+1,042
705
$1.35M 0.01%
58,109
+1,761
706
$1.35M 0.01%
17,197
+1,982
707
$1.34M 0.01%
12,911
-193
708
$1.33M 0.01%
55,856
+6,394
709
$1.33M 0.01%
2,277
+956
710
$1.32M 0.01%
9,789
-3
711
$1.32M 0.01%
12,111
+1,082
712
$1.32M 0.01%
24,945
-5,066
713
$1.32M 0.01%
6,790
-2,689
714
$1.31M 0.01%
17,588
+2,496
715
$1.31M 0.01%
10,443
+1,537
716
$1.3M 0.01%
13,525
+4,385
717
$1.29M 0.01%
2,996
+977
718
$1.29M 0.01%
3,767
-376
719
$1.29M 0.01%
2,685
+270
720
$1.29M 0.01%
21,361
+172
721
$1.29M 0.01%
38,521
-3,402
722
$1.28M 0.01%
15,359
+4,258
723
$1.28M 0.01%
17,553
+1,529
724
$1.28M 0.01%
3,088
+1,561
725
$1.28M 0.01%
17,313
+1,204
27 28
29
30 31