P

&Partners Portfolio holdings

AUM $19.1B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$497K
3 +$401K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$399K
5
XOM icon
Exxon Mobil
XOM
+$312K

Top Sells

1 +$684K
2 +$343K
3 +$325K
4
BABA icon
Alibaba
BABA
+$229K
5
UGI icon
UGI
UGI
+$219K

Sector Composition

1 Technology 9.22%
2 Financials 6.93%
3 Consumer Staples 5.6%
4 Healthcare 5.11%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-33,765