P

&Partners Portfolio holdings

AUM $19.1B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,054
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$79.7M
3
+$79M
4
AAPL icon
Apple
AAPL
+$77.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$63.4M

Top Sells

1
+$16.1M
2
+$13.5M
3
+$6.93M
4
BDX icon
Becton Dickinson
BDX
+$5.95M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$5M

Sector Composition

1 Technology 17.48%
2 Financials 9.37%
3 Healthcare 6.07%
4 Industrials 5.62%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.4M 0.01%
11,324
+4,972
827
$1.4M 0.01%
8,810
+6,717
828
$1.4M 0.01%
5,200
+1,268
829
$1.39M 0.01%
24,717
-228
830
$1.39M 0.01%
57,009
-16,875
831
$1.39M 0.01%
56,051
+3,030
832
$1.39M 0.01%
18,481
+6,772
833
$1.39M 0.01%
14,772
+5,531
834
$1.38M 0.01%
23,999
+1,997
835
$1.38M 0.01%
9,750
+294
836
$1.37M 0.01%
9,267
-10
837
$1.37M 0.01%
8,411
+847
838
$1.36M 0.01%
35,575
+18,832
839
$1.36M 0.01%
6,240
+3,851
840
$1.36M 0.01%
+4,777
841
$1.36M 0.01%
4,323
+2,399
842
$1.35M 0.01%
16,738
+5,762
843
$1.35M 0.01%
52,054
+22,853
844
$1.35M 0.01%
127,061
+27,179
845
$1.34M 0.01%
16,136
+2,143
846
$1.34M 0.01%
6,462
+372
847
$1.34M 0.01%
11,912
-16,508
848
$1.34M 0.01%
32,341
+25,214
849
$1.34M 0.01%
9,282
+252
850
$1.34M 0.01%
5,573
+1,838
32 33
34
35 36