P

&Partners Portfolio holdings

AUM $13B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$62M
3
+$52.8M
4
NVDA icon
NVIDIA
NVDA
+$35.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M

Top Sells

1
+$10.4M
2
+$463K
3
+$390K
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$347K
5
BORR
Borr Drilling
BORR
+$233K

Sector Composition

1 Technology 17.12%
2 Financials 7.61%
3 Healthcare 6.47%
4 Industrials 5.45%
5 Consumer Discretionary 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$214K 0.01%
+2,671
827
$214K 0.01%
+6,936
828
$214K 0.01%
+555
829
$213K 0.01%
+4,173
830
$213K 0.01%
13,203
+895
831
$210K 0.01%
+71
832
$209K 0.01%
+8,114
833
$209K 0.01%
13,199
+3,000
834
$209K 0.01%
+3,778
835
$208K 0.01%
+1,543
836
$208K 0.01%
+5,478
837
$208K 0.01%
+1,914
838
$207K 0.01%
+2,149
839
$207K 0.01%
13,551
+1,000
840
$206K 0.01%
+480
841
$206K 0.01%
+3,542
842
$206K 0.01%
+973
843
$205K 0.01%
+2,231
844
$205K 0.01%
+3,092
845
$205K 0.01%
+485
846
$204K 0.01%
+6,129
847
$204K 0.01%
+1,346
848
$204K 0.01%
+3,725
849
$203K 0.01%
+3,530
850
$203K 0.01%
+3,642
32 33
34
35 36