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
801
$1.07M 0.01%
32,158
+19,710
802
$1.06M 0.01%
17,068
-6,377
803
$1.06M 0.01%
53,046
+303
804
$1.06M 0.01%
93,630
-33,344
805
$1.05M 0.01%
8,560
-2,846
806
$1.05M 0.01%
8,509
+535
807
$1.05M 0.01%
18,732
+1,242
808
$1.05M 0.01%
14,118
+9,063
809
$1.04M 0.01%
26,158
-658
810
$1.04M 0.01%
12,883
-2,448
811
$1.04M 0.01%
10,341
+4,010
812
$1.04M 0.01%
65,399
+2,180
813
$1.04M 0.01%
35,004
-1,630
814
$1.04M 0.01%
5,499
+2,834
815
$1.03M 0.01%
10,640
+1,949
816
$1.03M 0.01%
25,515
+7,112
817
$1.02M 0.01%
8,056
+2,213
818
$1.02M 0.01%
21,233
+5,720
819
$1.02M 0.01%
12,490
+2,256
820
$1.02M 0.01%
8,525
-1,650
821
$1.02M 0.01%
23,567
+3,726
822
$1.02M 0.01%
14,565
+1,667
823
$1.01M 0.01%
19,724
+1,025
824
$1.01M 0.01%
13,210
-1,022
825
$1.01M 0.01%
8,582
-18
31 32
33
34 35