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
951
$736K 0.01%
27,707
+3,126
952
$732K 0.01%
26,253
+4,292
953
$731K 0.01%
18,274
+12,383
954
$729K 0.01%
4,140
-3,245
955
$729K 0.01%
84,044
+28,125
956
$728K 0.01%
9,709
+1,833
957
$728K 0.01%
9,499
+265
958
$728K 0.01%
33,168
+1,882
959
$727K 0.01%
7,666
+815
960
$727K 0.01%
11,742
+7,095
961
$725K 0.01%
12,054
+7,492
962
$725K 0.01%
12,356
-4,549
963
$725K 0.01%
51,743
+2,422
964
$723K 0.01%
2,767
-319
965
$721K 0.01%
6,966
+347
966
$721K 0.01%
14,814
+3,362
967
$717K 0.01%
3,414
+47
968
$713K 0.01%
21,193
+376
969
$712K 0.01%
+13,953
970
$712K 0.01%
12,582
+3,629
971
$712K 0.01%
17,193
-1,177
972
$711K 0.01%
3,261
+1,417
973
$710K 0.01%
24,211
+8,485
974
$709K 0.01%
8,154
+645
975
$707K 0.01%
1,528
+139
37 38
39
40 41