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
$411M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16M
3
+$14.5M
4
BND icon
Vanguard Total Bond Market
BND
+$4.72M
5
MSFT icon
Microsoft
MSFT
+$4.66M

Top Sells

1
+$3.59M
2
+$3.34M
3
+$2.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.26M

Sector Composition

1 Technology 10.86%
2 Financials 7.39%
3 Healthcare 5.06%
4 Consumer Staples 4.55%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.31%
8,244
+2,557
77
$1.27M 0.31%
+12,173
78
$1.25M 0.3%
50,638
+2,000
79
$1.22M 0.3%
110,857
80
$1.21M 0.29%
61,525
+480
81
$1.2M 0.29%
4,073
+430
82
$1.19M 0.29%
+71,002
83
$1.15M 0.28%
5,273
+1,353
84
$1.14M 0.28%
65,718
+54,238
85
$1.13M 0.28%
21,944
+12,707
86
$1.13M 0.28%
34,061
+15
87
$1.12M 0.27%
3,798
+2,662
88
$1.11M 0.27%
246,494
+5,000
89
$1.11M 0.27%
55,370
-475
90
$1.1M 0.27%
2,817
+2,047
91
$1.08M 0.26%
42,154
+6,697
92
$1.06M 0.26%
19,342
+14,004
93
$1.05M 0.26%
+13,079
94
$1.02M 0.25%
+1,730
95
$1.02M 0.25%
+15,004
96
$1.01M 0.25%
10,687
+6,982
97
$995K 0.24%
167,465
+32,870
98
$977K 0.24%
16,056
+1,897
99
$976K 0.24%
2,255
+1,416
100
$974K 0.24%
26,380
+6,050
2 3
4
5 6