PWP
Private Wealth Partners Portfolio holdings
AUM
$1.28B
This Quarter Return
+4.32%
1 Year Return
+15.92%
3 Year Return
+94.01%
5 Year Return
+161.26%
10 Year Return
+463.37%
AUM
$455M
AUM Growth
+$455M
(+7.3%)
Cap. Flow
+$46.1M
Cap. Flow
% of AUM
10.13%
Top 10 Holdings %
Top 10 Hldgs %
32.02%
Holding
169
New
14
Increased
48
Reduced
55
Closed
15
Top Buys
| 1 |
Apple
AAPL
|
$19.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$9.58M |
| 3 |
WFM
Whole Foods Market Inc
WFM
|
$7.18M |
| 4 |
AstraZeneca
AZN
|
$3.47M |
| 5 |
Gilead Sciences
GILD
|
$3.17M |
Top Sells
| 1 |
Deere & Co
DE
|
$5.46M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$2.2M |
| 3 |
Dick's Sporting Goods
DKS
|
$1.58M |
| 4 |
PETM
PETSMART INC
PETM
|
$1.5M |
| 5 |
UN
Unilever NV New York Registry Shares
UN
|
$1.16M |
Sector Composition
| 1 | Technology | 14.31% |
| 2 | Financials | 13.17% |
| 3 | Communication Services | 12.91% |
| 4 | Healthcare | 12.56% |
| 5 | Energy | 12.25% |
