P

&Partners Portfolio holdings

AUM $19.1B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$79.7M
3
+$79M
4
AAPL icon
Apple
AAPL
+$77.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$63.4M

Top Sells

1
+$16.1M
2
+$13.5M
3
+$6.93M
4
BDX icon
Becton Dickinson
BDX
+$5.95M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5M

Sector Composition

1 Technology 17.48%
2 Financials 9.37%
3 Healthcare 6.07%
4 Industrials 5.62%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1.86M 0.01%
3,287
-372
702
$1.86M 0.01%
9,850
+257
703
$1.84M 0.01%
36,774
+2,243
704
$1.84M 0.01%
15,648
+6,685
705
$1.84M 0.01%
38,998
+34,110
706
$1.83M 0.01%
14,836
+1,082
707
$1.83M 0.01%
70,134
-186
708
$1.83M 0.01%
18,487
+539
709
$1.83M 0.01%
14,232
+5,723
710
$1.83M 0.01%
7,362
+668
711
$1.82M 0.01%
22,423
+14,105
712
$1.82M 0.01%
7,916
+5,621
713
$1.82M 0.01%
61,345
-730
714
$1.82M 0.01%
16,327
+2,209
715
$1.81M 0.01%
3,298
+613
716
$1.81M 0.01%
5,878
+713
717
$1.8M 0.01%
16,335
+5,684
718
$1.8M 0.01%
41,484
+4,584
719
$1.8M 0.01%
36,971
+23,132
720
$1.8M 0.01%
94,733
-1,983
721
$1.78M 0.01%
52,011
+20,784
722
$1.78M 0.01%
28,448
+6,411
723
$1.77M 0.01%
10,821
+3,328
724
$1.77M 0.01%
52,093
+15,447
725
$1.77M 0.01%
22,916
+1,929
27 28
29
30 31