PWP

Private Wealth Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 25.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$5.06M
2 +$3.71M
3 +$3.63M
4
GE icon
GE Aerospace
GE
+$3.1M
5
KKR icon
KKR & Co
KKR
+$3.03M

Top Sells

1 +$5.86M
2 +$5.58M
3 +$5.42M
4
PLL
PALL CORP
PLL
+$2.75M
5
NLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-104,800
152
-12,200