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
1151
$483K 0.01%
+7,046
1152
$481K 0.01%
47,046
-15,491
1153
$479K 0.01%
3,347
+325
1154
$476K 0.01%
1,661
+878
1155
$475K 0.01%
17,080
+545
1156
$475K 0.01%
5,947
+1,123
1157
$474K 0.01%
+9,517
1158
$474K 0.01%
49,855
+7,267
1159
$474K 0.01%
+28,050
1160
$473K 0.01%
4,574
-1,363
1161
$473K 0.01%
4,465
+43
1162
$472K 0.01%
14,270
-750
1163
$471K 0.01%
3,178
-233
1164
$468K 0.01%
2,837
+50
1165
$467K 0.01%
+19,164
1166
$466K 0.01%
11,043
+4,558
1167
$466K 0.01%
16,113
+1,108
1168
$466K ﹤0.01%
28,771
+7,450
1169
$464K ﹤0.01%
+21,437
1170
$462K ﹤0.01%
3,248
+1,939
1171
$461K ﹤0.01%
12,411
+1,312
1172
$460K ﹤0.01%
17,327
-1,756
1173
$459K ﹤0.01%
+29,342
1174
$459K ﹤0.01%
27,679
+4,235
1175
$457K ﹤0.01%
2,720
+588
45 46
47
48 49