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
$8.34B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,687
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$107M
3 +$68.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$61.7M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$57.1M

Sector Composition

1 Technology 17.99%
2 Financials 8.99%
3 Healthcare 6.57%
4 Consumer Discretionary 5.75%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
-2,655