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
$542M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$18.4M
3
+$16.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$16.4M
5
SCHW icon
Charles Schwab
SCHW
+$15.6M

Top Sells

1
+$21M
2
+$16.2M
3
+$13.8M
4
MDVN
MEDIVATION, INC.
MDVN
+$13.5M
5
ETN icon
Eaton
ETN
+$12.6M

Sector Composition

1 Healthcare 39.77%
2 Communication Services 15.87%
3 Energy 6.17%
4 Financials 5.94%
5 Technology 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.75M 1.43%
43,865
+40,163
27
$7.69M 1.42%
+128,295
28
$7.56M 1.39%
+170,555
29
$6.8M 1.25%
56,535
+6,868
30
$6.78M 1.25%
+118,424
31
$6.22M 1.15%
108,923
-71,284
32
$6.1M 1.12%
+5,115
33
$6.02M 1.11%
+66,849
34
$5.72M 1.05%
82,550
-118,067
35
$5.33M 0.98%
+211,526
36
$4.82M 0.89%
141,609
-1,282
37
$4.13M 0.76%
68,485
-139,858
38
$4.04M 0.75%
+55,767
39
$3.21M 0.59%
+41,658
40
$3.17M 0.59%
+41,712
41
$2.07M 0.38%
+24,409
42
$1.98M 0.37%
30,488
+6,466
43
$1.95M 0.36%
45,640
+16,133
44
$1.7M 0.31%
15,099
+10,921
45
$1.57M 0.29%
39,399
+13,104
46
$1.52M 0.28%
49,911
+22,166
47
$1.49M 0.28%
+61,364
48
$1.42M 0.26%
+11,337
49
$1.15M 0.21%
+30,531
50
$1.08M 0.2%
+237
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