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
751
$1.19M 0.01%
+49,707
752
$1.19M 0.01%
51,886
-14,199
753
$1.19M 0.01%
6,861
+2,111
754
$1.19M 0.01%
15,009
+4,051
755
$1.18M 0.01%
41,397
+5,894
756
$1.18M 0.01%
41,574
+20,479
757
$1.18M 0.01%
6,459
-108
758
$1.18M 0.01%
14,347
+1,754
759
$1.18M 0.01%
13,204
-5,100
760
$1.18M 0.01%
10,651
-1,848
761
$1.17M 0.01%
14,619
+6,924
762
$1.17M 0.01%
8,164
-2,328
763
$1.17M 0.01%
9,224
+912
764
$1.17M 0.01%
32,521
+153
765
$1.16M 0.01%
5,327
+1,186
766
$1.16M 0.01%
28,811
-3,521
767
$1.16M 0.01%
16,510
+1,019
768
$1.16M 0.01%
49,383
+12,256
769
$1.16M 0.01%
11,651
-2,228
770
$1.15M 0.01%
6,090
+2,908
771
$1.15M 0.01%
11,698
+37
772
$1.15M 0.01%
11,577
+411
773
$1.14M 0.01%
22,735
+945
774
$1.13M 0.01%
22,338
-498
775
$1.13M 0.01%
9,652
+3,272
29 30
31
32 33