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
851
$962K 0.01%
2,576
+20
852
$962K 0.01%
4,934
+144
853
$962K 0.01%
80,353
+17,936
854
$956K 0.01%
14,355
+8,535
855
$948K 0.01%
31,227
+8,598
856
$944K 0.01%
99,882
+4,381
857
$943K 0.01%
4,247
+1,311
858
$942K 0.01%
98,061
+5,000
859
$936K 0.01%
5,308
+666
860
$935K 0.01%
20,522
+7,692
861
$932K 0.01%
9,513
+3,456
862
$930K 0.01%
6,620
+4,137
863
$928K 0.01%
8,819
+2,010
864
$927K 0.01%
16,910
+2,140
865
$926K 0.01%
9,566
+926
866
$924K 0.01%
755
-33
867
$923K 0.01%
74,345
+4,346
868
$922K 0.01%
10,477
+275
869
$921K 0.01%
12,971
+2,007
870
$917K 0.01%
8,386
871
$916K 0.01%
5,687
+736
872
$908K 0.01%
1,542
+376
873
$899K 0.01%
9,302
-2,476
874
$899K 0.01%
7,380
+535
875
$897K 0.01%
13,548
33 34
35
36 37