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
$411M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$14.5M
4
BND icon
Vanguard Total Bond Market
BND
+$4.72M
5
MSFT icon
Microsoft
MSFT
+$4.66M

Top Sells

1
+$3.59M
2
+$3.34M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.26M

Sector Composition

1 Technology 10.86%
2 Financials 7.39%
3 Healthcare 5.06%
4 Consumer Staples 4.55%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.5%
43,130
+34,550
52
$2.04M 0.5%
13,596
+3,758
53
$2.04M 0.5%
10,868
+206
54
$2.03M 0.49%
4,321
+1,586
55
$1.94M 0.47%
40,874
+35,043
56
$1.94M 0.47%
+84,522
57
$1.83M 0.45%
+36,580
58
$1.78M 0.43%
+10,808
59
$1.59M 0.39%
+6,672
60
$1.59M 0.39%
54,346
+28,846
61
$1.55M 0.38%
+14,962
62
$1.54M 0.38%
+8,136
63
$1.53M 0.37%
14,089
+8,827
64
$1.48M 0.36%
21,366
+356
65
$1.46M 0.36%
+33,086
66
$1.43M 0.35%
139,705
+13,595
67
$1.42M 0.35%
5,523
+640
68
$1.42M 0.35%
+18,160
69
$1.42M 0.35%
9,055
+370
70
$1.41M 0.34%
17,643
+129
71
$1.38M 0.34%
3,487
+1,738
72
$1.38M 0.34%
81,600
+46,118
73
$1.32M 0.32%
+1,680
74
$1.31M 0.32%
14,414
+9,498
75
$1.28M 0.31%
12,449
+10,488
1 2
3
4 5