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
876
$1.24M 0.01%
11,131
-109
877
$1.24M 0.01%
34,522
+3,885
878
$1.24M 0.01%
35,235
+16,811
879
$1.23M 0.01%
24,238
+524
880
$1.23M 0.01%
7,644
-1,601
881
$1.23M 0.01%
+21,685
882
$1.22M 0.01%
2,183
-94
883
$1.22M 0.01%
87,808
+35,435
884
$1.22M 0.01%
6,816
+1,733
885
$1.21M 0.01%
24,015
+10,411
886
$1.21M 0.01%
55,146
+2,905
887
$1.2M 0.01%
114,506
+40,161
888
$1.2M 0.01%
5,503
+1,256
889
$1.2M 0.01%
33,875
+747
890
$1.2M 0.01%
45,905
+13,239
891
$1.2M 0.01%
11,551
+132
892
$1.2M 0.01%
157,744
-17,425
893
$1.2M 0.01%
6,173
+674
894
$1.2M 0.01%
23,030
+2,508
895
$1.2M 0.01%
24,040
+6,863
896
$1.2M 0.01%
11,320
+839
897
$1.19M 0.01%
24,018
+18,282
898
$1.19M 0.01%
5,266
+1,406
899
$1.19M 0.01%
8,800
+5,464
900
$1.19M 0.01%
32,018
-140
34 35
36
37 38