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
1551
$229K ﹤0.01%
+3,482
1552
$229K ﹤0.01%
+1,026
1553
$229K ﹤0.01%
+4,888
1554
$228K ﹤0.01%
+3,005
1555
$228K ﹤0.01%
+784
1556
$227K ﹤0.01%
+3,316
1557
$227K ﹤0.01%
+18,503
1558
$227K ﹤0.01%
+919
1559
$227K ﹤0.01%
+4,667
1560
$226K ﹤0.01%
5,532
+999
1561
$226K ﹤0.01%
3,809
1562
$226K ﹤0.01%
+5,560
1563
$225K ﹤0.01%
1,169
1564
$225K ﹤0.01%
1,738
-2,357
1565
$225K ﹤0.01%
6,857
+5
1566
$225K ﹤0.01%
15,083
+2,733
1567
$224K ﹤0.01%
+6,454
1568
$223K ﹤0.01%
+9,069
1569
$223K ﹤0.01%
2,066
-718
1570
$223K ﹤0.01%
+828
1571
$223K ﹤0.01%
+2,414
1572
$223K ﹤0.01%
+1,299
1573
$222K ﹤0.01%
1,165
-224
1574
$222K ﹤0.01%
11,471
+1,233
1575
$222K ﹤0.01%
9,361
+1,944
61 62
63
64 65