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
1176
$456K ﹤0.01%
1,235
-37
1177
$455K ﹤0.01%
2,295
+907
1178
$455K ﹤0.01%
5,885
+2,382
1179
$454K ﹤0.01%
11,342
+543
1180
$454K ﹤0.01%
3,533
-123
1181
$453K ﹤0.01%
23,142
+15,946
1182
$453K ﹤0.01%
13,187
-11,947
1183
$452K ﹤0.01%
7,111
+231
1184
$452K ﹤0.01%
1,860
+152
1185
$452K ﹤0.01%
18,699
-20,036
1186
$452K ﹤0.01%
30,114
-412
1187
$452K ﹤0.01%
4,400
-147
1188
$451K ﹤0.01%
7,845
+682
1189
$451K ﹤0.01%
10,518
+767
1190
$451K ﹤0.01%
6,555
+74
1191
$450K ﹤0.01%
9,220
+413
1192
$449K ﹤0.01%
13,672
+636
1193
$449K ﹤0.01%
13,785
+202
1194
$447K ﹤0.01%
32,553
-239
1195
$446K ﹤0.01%
3,944
+643
1196
$445K ﹤0.01%
4,316
-65
1197
$445K ﹤0.01%
7,551
+1,610
1198
$445K ﹤0.01%
13,424
+2,302
1199
$442K ﹤0.01%
11,286
+5,302
1200
$441K ﹤0.01%
8,545
+3,157
46 47
48
49 50