PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 49.21%
This Quarter Est. Return
1 Year Est. Return
+49.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$442M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$31.1M
3
+$26.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.2M
5
CMI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.83M 1.32%
+419,620
27
$5.8M 1.31%
+165,922
28
$5.68M 1.29%
+118,266
29
$5.42M 1.23%
+134,500
30
$5.28M 1.19%
+115,512
31
$5.22M 1.18%
+93,751
32
$4.44M 1.01%
+67,413
33
$3.98M 0.9%
+35,349
34
$3.8M 0.86%
+241,862
35
$3.43M 0.78%
+160,195
36
$3.4M 0.77%
+73,360
37
$3.31M 0.75%
+46,114
38
$3.23M 0.73%
+531,428
39
$3.04M 0.69%
+49,629
40
$2.51M 0.57%
+65,850
41
$2.36M 0.53%
+78,127
42
$1.68M 0.38%
+22,054
43
$1.1M 0.25%
+18,873
44
$1.02M 0.23%
+37,760
45
$943K 0.21%
+14,076
46
$853K 0.19%
+9,912
47
$828K 0.19%
+44,900
48
$783K 0.18%
+43,186
49
$708K 0.16%
+3,292
50
$686K 0.16%
+10,834
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