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
826
$1.01M 0.01%
4,290
+744
827
$1.01M 0.01%
22,002
-3,697
828
$1M 0.01%
3,470
+965
829
$1M 0.01%
+16,800
830
$1M 0.01%
13,692
+1,159
831
$1M 0.01%
11,733
-3,624
832
$1,000K 0.01%
22,830
+3,158
833
$996K 0.01%
9,056
+4,633
834
$994K 0.01%
11,936
+8,924
835
$989K 0.01%
8,244
+1,667
836
$989K 0.01%
28,869
+16,430
837
$989K 0.01%
19,031
+859
838
$984K 0.01%
19,433
+9,029
839
$984K 0.01%
29,109
+2,518
840
$983K 0.01%
38,801
+1,019
841
$981K 0.01%
12,806
+596
842
$980K 0.01%
10,976
+2,133
843
$979K 0.01%
4,643
+1,037
844
$977K 0.01%
10,015
+1,241
845
$976K 0.01%
2,683
+55
846
$975K 0.01%
7,269
-1,555
847
$969K 0.01%
26,561
+3,356
848
$968K 0.01%
7,110
+219
849
$966K 0.01%
28,655
+7,746
850
$964K 0.01%
30,637
+8,272
32 33
34
35 36