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
876
$895K 0.01%
5,623
-49
877
$895K 0.01%
3,935
+524
878
$894K 0.01%
13,930
+4,215
879
$892K 0.01%
35,565
-6,309
880
$880K 0.01%
9,245
+689
881
$876K 0.01%
17,299
+2,708
882
$875K 0.01%
5,083
+781
883
$874K 0.01%
2,952
+285
884
$869K 0.01%
21,735
+1,469
885
$861K 0.01%
7,688
+2,790
886
$861K 0.01%
3,932
+645
887
$858K 0.01%
11,328
-2,391
888
$857K 0.01%
12,069
+29
889
$857K 0.01%
27,145
+517
890
$850K 0.01%
15,218
-1,123
891
$849K 0.01%
22,067
+1,364
892
$846K 0.01%
1,958
+113
893
$843K 0.01%
29,485
+2,310
894
$843K 0.01%
5,728
+2,352
895
$839K 0.01%
17,829
+3,434
896
$833K 0.01%
227
-7
897
$833K 0.01%
5,607
+3,616
898
$827K 0.01%
9,739
+162
899
$826K 0.01%
13,218
+1,891
900
$825K 0.01%
3,735
+345
34 35
36
37 38