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
$66M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.87M
3
+$2.36M
4
GILD icon
Gilead Sciences
GILD
+$2.23M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Top Sells

1
+$1.61M
2
+$1.3M
3
+$1.26M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.13M
5
VMW
VMware, Inc
VMW
+$1.13M

Sector Composition

1 Healthcare 61.41%
2 Communication Services 5.64%
3 Financials 5.55%
4 Technology 4.39%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$939K 1.42%
+759
27
$882K 1.33%
49,726
+6,103
28
$798K 1.21%
+19,678
29
$773K 1.17%
37,920
+22,720
30
$754K 1.14%
+17,892
31
$751K 1.14%
22,925
+4,792
32
$744K 1.12%
+8,259
33
$742K 1.12%
10,703
-3,733
34
$729K 1.1%
27,960
+7,109
35
$699K 1.06%
+21,900
36
$664K 1%
10,500
-7,144
37
$663K 1%
9,683
-6,062
38
$632K 0.96%
11,356
+5,898
39
$627K 0.95%
67,750
-9,820
40
$587K 0.89%
184
+22
41
$577K 0.87%
+22,796
42
$543K 0.82%
4,472
-925
43
$515K 0.78%
2,877
-5,549
44
$477K 0.72%
2,508
-1,100
45
$461K 0.7%
12,955
-28,012
46
$461K 0.7%
4,469
+1,116
47
$437K 0.66%
87,451
+10,526
48
$377K 0.57%
5,478
+1,447
49
$360K 0.54%
+8,986
50
$351K 0.53%
+1,882
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