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
1576
$222K ﹤0.01%
+15,998
1577
$221K ﹤0.01%
4,975
-392
1578
$221K ﹤0.01%
+3,477
1579
$220K ﹤0.01%
+1,326
1580
$220K ﹤0.01%
9,077
+2,300
1581
$220K ﹤0.01%
+2,322
1582
$220K ﹤0.01%
+4,432
1583
$219K ﹤0.01%
+2,934
1584
$219K ﹤0.01%
+8,374
1585
$219K ﹤0.01%
1,693
+356
1586
$218K ﹤0.01%
+9,511
1587
$218K ﹤0.01%
7,470
1588
$218K ﹤0.01%
4,895
-1,810
1589
$218K ﹤0.01%
+2,699
1590
$218K ﹤0.01%
8,660
-3,391
1591
$218K ﹤0.01%
2,058
+299
1592
$218K ﹤0.01%
+3,899
1593
$218K ﹤0.01%
7,727
-3,597
1594
$217K ﹤0.01%
+2,217
1595
$216K ﹤0.01%
5,157
-2,040
1596
$216K ﹤0.01%
+7,546
1597
$215K ﹤0.01%
+3,789
1598
$215K ﹤0.01%
+4,145
1599
$214K ﹤0.01%
+8,545
1600
$214K ﹤0.01%
+1,877
62 63
64
65 66