P

&Partners Portfolio holdings

AUM $13B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$1.08M
3 +$575K
4
UIS icon
Unisys
UIS
+$541K
5
DVY icon
iShares Select Dividend ETF
DVY
+$438K

Top Sells

1 +$632K
2 +$475K
3 +$457K
4
COOP
Mr. Cooper
COOP
+$262K
5
NEE icon
NextEra Energy
NEE
+$258K

Sector Composition

1 Technology 14.27%
2 Financials 9.9%
3 Real Estate 9.24%
4 Consumer Discretionary 4.94%
5 Healthcare 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,498
152
-11,540