PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+0.67%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$443M
AUM Growth
+$443M
(+1.9%)
Cap. Flow
+$7.14M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
36.44%
Holding
153
New
13
Increased
57
Reduced
36
Closed
14
Top Buys
| 1 |
Sysco
SYY
|
$4.88M |
| 2 |
CELG
Celgene Corp
CELG
|
$3.76M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
$3.28M |
| 4 |
GE Aerospace
GE
|
$3.04M |
| 5 |
KKR & Co
KKR
|
$3.01M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
$5.8M |
| 2 |
Vodafone
VOD
|
$5.64M |
| 3 |
Zurn Elkay Water Solutions
ZWS
|
$5.42M |
| 4 |
PLL
PALL CORP
PLL
|
$3.03M |
| 5 |
Annaly Capital Management
NLY
|
$2.63M |
Sector Composition
| 1 | Communication Services | 17.14% |
| 2 | Financials | 16.52% |
| 3 | Healthcare | 16.37% |
| 4 | Industrials | 14.45% |
| 5 | Technology | 11.52% |
