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
$214M
AUM Growth
-$9.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$720K
3 +$662K
4
RUN icon
Sunrun
RUN
+$431K
5
EOSE icon
Eos Energy Enterprises
EOSE
+$398K

Top Sells

1 +$850K
2 +$611K
3 +$405K
4
CCLP
CSI Compressco LP
CCLP
+$355K
5
BX icon
Blackstone
BX
+$320K

Sector Composition

1 Technology 9.01%
2 Financials 7.99%
3 Healthcare 5.62%
4 Consumer Staples 5.53%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-1,361
202
-8,167
203
-7,175