PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+6.97%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$442M
AUM Growth
–
Cap. Flow
+$438M
Cap. Flow
% of AUM
99.11%
Top 10 Holdings %
Top 10 Hldgs %
49.11%
Holding
72
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Gilead Sciences
GILD
|
$32M |
| 2 |
Eaton
ETN
|
$31.1M |
| 3 |
Pfizer
PFE
|
$26.6M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$26.2M |
| 5 |
Cummins
CMI
|
$19.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 31.69% |
| 2 | Communication Services | 17.3% |
| 3 | Industrials | 13.38% |
| 4 | Consumer Discretionary | 8.56% |
| 5 | Real Estate | 7.8% |
