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
851
$1.33M 0.01%
34,657
-1,582
852
$1.32M 0.01%
17,283
-5,494
853
$1.32M 0.01%
2,774
+198
854
$1.32M 0.01%
49,133
+23,476
855
$1.32M 0.01%
20,619
+8,412
856
$1.32M 0.01%
25,425
-640
857
$1.32M 0.01%
62,926
+47,905
858
$1.31M 0.01%
9,156
+1,100
859
$1.3M 0.01%
4,675
-2,318
860
$1.3M 0.01%
18,781
-982
861
$1.3M 0.01%
42,100
+18,295
862
$1.3M 0.01%
10,048
+1,523
863
$1.29M 0.01%
64,038
+24,362
864
$1.28M 0.01%
61,061
+2,952
865
$1.28M 0.01%
10,450
+5,242
866
$1.28M 0.01%
22,136
-8,279
867
$1.27M 0.01%
4,038
+2,138
868
$1.27M 0.01%
3,759
+1,070
869
$1.26M 0.01%
37,149
+8,040
870
$1.26M 0.01%
16,880
+2,533
871
$1.26M 0.01%
58,789
+24,563
872
$1.25M 0.01%
12,552
+62
873
$1.24M 0.01%
13,897
+4,188
874
$1.24M 0.01%
10,108
+2,442
875
$1.24M 0.01%
4,490
+331
33 34
35
36 37