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
1451
$273K ﹤0.01%
+6,434
1452
$273K ﹤0.01%
16,274
+197
1453
$273K ﹤0.01%
6,625
-628
1454
$273K ﹤0.01%
+4,111
1455
$272K ﹤0.01%
+3,596
1456
$272K ﹤0.01%
14,734
+135
1457
$271K ﹤0.01%
3,540
-1,221
1458
$271K ﹤0.01%
31,226
+5,617
1459
$271K ﹤0.01%
5,073
-3,181
1460
$270K ﹤0.01%
6,671
+1,357
1461
$270K ﹤0.01%
1,671
-1,460
1462
$269K ﹤0.01%
4,113
-182
1463
$269K ﹤0.01%
8,262
+1,196
1464
$269K ﹤0.01%
9,711
-1,015
1465
$268K ﹤0.01%
2,986
+626
1466
$268K ﹤0.01%
3,193
-207
1467
$268K ﹤0.01%
21,419
+75
1468
$267K ﹤0.01%
+2,560
1469
$267K ﹤0.01%
18,565
+597
1470
$267K ﹤0.01%
3,644
-610
1471
$266K ﹤0.01%
2,193
-17
1472
$266K ﹤0.01%
2,861
-382
1473
$265K ﹤0.01%
+3,568
1474
$264K ﹤0.01%
4,823
+344
1475
$263K ﹤0.01%
+14,553
57 58
59
60 61