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
$64.3M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.71M
3
+$1.68M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.35M

Top Sells

1
+$1.07M
2
+$1M
3
+$938K
4
KREF
KKR Real Estate Finance Trust
KREF
+$567K
5
OMP
Oasis Midstream Partners LP Common Units Representing Limited Partner Interests
OMP
+$479K

Sector Composition

1 Financials 18.67%
2 Technology 16.43%
3 Real Estate 7.03%
4 Industrials 4.63%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
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