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
726
$1.27M 0.01%
13,285
+5,144
727
$1.27M 0.01%
9,599
+1,967
728
$1.27M 0.01%
22,967
+3,719
729
$1.27M 0.01%
21,713
+2,716
730
$1.26M 0.01%
+31,852
731
$1.26M 0.01%
9,558
+942
732
$1.25M 0.01%
5,320
+1,349
733
$1.25M 0.01%
2,070
+43
734
$1.25M 0.01%
10,263
+579
735
$1.25M 0.01%
19,763
-256
736
$1.24M 0.01%
37,295
+153
737
$1.24M 0.01%
28,277
+5,810
738
$1.24M 0.01%
36,646
+1,649
739
$1.24M 0.01%
2,126
+528
740
$1.23M 0.01%
12,799
+2,513
741
$1.22M 0.01%
25,044
+4,815
742
$1.22M 0.01%
3,047
-81
743
$1.22M 0.01%
14,862
+1,231
744
$1.22M 0.01%
4,598
+999
745
$1.22M 0.01%
23,714
-5,508
746
$1.21M 0.01%
11,087
+486
747
$1.21M 0.01%
334,674
+57,850
748
$1.21M 0.01%
36,688
+3,371
749
$1.2M 0.01%
8,635
-619
750
$1.2M 0.01%
15,074
+3,454
28 29
30
31 32