PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+24.45%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$730M
AUM Growth
+$730M
(+23%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
51.61%
Holding
121
New
7
Increased
34
Reduced
37
Closed
15
Top Buys
| 1 |
Gilead Sciences
GILD
|
$9.91M |
| 2 |
Grocery Outlet
GO
|
$5.8M |
| 3 |
AbbVie
ABBV
|
$4.43M |
| 4 |
Alibaba
BABA
|
$4.39M |
| 5 |
XLNX
Xilinx Inc
XLNX
|
$3.66M |
Top Sells
| 1 |
Walt Disney
DIS
|
$4.62M |
| 2 |
Qualcomm
QCOM
|
$3.29M |
| 3 |
Goldman Sachs
GS
|
$3.14M |
| 4 |
Blackstone
BX
|
$2.68M |
| 5 |
American Express
AXP
|
$2.43M |
Sector Composition
| 1 | Technology | 24.42% |
| 2 | Healthcare | 22.03% |
| 3 | Financials | 17.1% |
| 4 | Consumer Discretionary | 12.94% |
| 5 | Communication Services | 12.55% |
