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
$137M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$876K
3
+$856K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$851K
5
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$655K

Top Sells

1
+$1.28M
2
+$321K
3
+$290K
4
META icon
Meta Platforms (Facebook)
META
+$269K
5
LNC icon
Lincoln National
LNC
+$231K

Sector Composition

1 Technology 12.97%
2 Financials 10.86%
3 Real Estate 8.75%
4 Consumer Discretionary 5.26%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$325K 0.24%
+1,145
102
$323K 0.24%
2,198
-200
103
$314K 0.23%
+1,354
104
$310K 0.23%
3,171
105
$307K 0.22%
+4,060
106
$305K 0.22%
4,830
+500
107
$298K 0.22%
2,753
-100
108
$298K 0.22%
10,410
-400
109
$297K 0.22%
+8,405
110
$294K 0.21%
1,635
111
$293K 0.21%
17,318
112
$286K 0.21%
4,471
+6
113
$286K 0.21%
4,071
114
$279K 0.2%
5,700
-1,050
115
$275K 0.2%
1,960
116
$274K 0.2%
575
117
$272K 0.2%
+4,275
118
$268K 0.2%
1,000
119
$264K 0.19%
2,975
120
$263K 0.19%
2,513
+375
121
$262K 0.19%
+2,182
122
$258K 0.19%
6,300
123
$257K 0.19%
14,266
+122
124
$253K 0.18%
6,600
125
$253K 0.18%
+1,195
3 4
5
6 7