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
776
$1.12M 0.01%
7,493
+774
777
$1.12M 0.01%
8,963
+5,726
778
$1.12M 0.01%
22,010
+2,029
779
$1.12M 0.01%
29,953
+6,034
780
$1.11M 0.01%
4,306
+45
781
$1.11M 0.01%
13,993
+1,107
782
$1.11M 0.01%
6,190
+1,951
783
$1.11M 0.01%
17,873
+5,005
784
$1.1M 0.01%
9,456
-2,774
785
$1.1M 0.01%
6,954
-377
786
$1.1M 0.01%
11,643
+110
787
$1.1M 0.01%
21,964
+798
788
$1.1M 0.01%
11,419
+120
789
$1.09M 0.01%
11,662
+3,401
790
$1.09M 0.01%
3,041
+426
791
$1.09M 0.01%
17,028
-4,688
792
$1.09M 0.01%
33,128
-1,359
793
$1.09M 0.01%
14,551
-2,602
794
$1.08M 0.01%
49,835
+14,545
795
$1.08M 0.01%
9,114
+3,463
796
$1.08M 0.01%
29,689
+459
797
$1.08M 0.01%
135,859
+5,021
798
$1.08M 0.01%
12,207
+5,904
799
$1.07M 0.01%
16,092
+4,278
800
$1.07M 0.01%
25,533
-2,087
30 31
32
33 34