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
$71M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.77M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.46M
5
UHS icon
Universal Health Services
UHS
+$1.42M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.44M
4
PFE icon
Pfizer
PFE
+$1.38M
5
SYK icon
Stryker
SYK
+$1.3M

Sector Composition

1 Healthcare 50.08%
2 Technology 9.08%
3 Communication Services 7.1%
4 Industrials 6.19%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 1.38%
10,100
-2,556
27
$980K 1.38%
4,412
-7,575
28
$977K 1.37%
14,436
+155
29
$961K 1.35%
18,133
+2,742
30
$946K 1.33%
4,455
-2,265
31
$938K 1.32%
+4,710
32
$916K 1.29%
+29,405
33
$901K 1.27%
5,397
+2
34
$883K 1.24%
77,570
+16,797
35
$862K 1.21%
+11,603
36
$786K 1.11%
17,644
+3,870
37
$780K 1.1%
+12,769
38
$770K 1.08%
43,623
+37,856
39
$760K 1.07%
10,098
-19,080
40
$746K 1.05%
+3,608
41
$732K 1.03%
16,985
+11,501
42
$723K 1.02%
+9,007
43
$711K 1%
+20,851
44
$650K 0.91%
162
+65
45
$646K 0.91%
+12,269
46
$630K 0.89%
12,735
+5,579
47
$627K 0.88%
8,476
-3,162
48
$544K 0.77%
10,194
-7,838
49
$527K 0.74%
10,059
-11,988
50
$518K 0.73%
76,925
+16,225
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