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
$59.7M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.66M
3
+$1.53M
4
BABA icon
Alibaba
BABA
+$1.43M
5
LRCX icon
Lam Research
LRCX
+$1.07M

Top Sells

1
+$2.87M
2
+$2.83M
3
+$2.45M
4
GILD icon
Gilead Sciences
GILD
+$2.19M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Sector Composition

1 Healthcare 52.15%
2 Technology 8.57%
3 Industrials 7.58%
4 Financials 7.48%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$918K 1.51%
8,772
-9,267
27
$832K 1.36%
17,544
-2,134
28
$817K 1.34%
7,146
+2,677
29
$780K 1.28%
12,971
+7,493
30
$735K 1.21%
+2,159
31
$721K 1.18%
+867
32
$698K 1.14%
10,319
-36,253
33
$697K 1.14%
8,057
-8,407
34
$685K 1.12%
9,437
-3,740
35
$612K 1%
4,629
-4,066
36
$581K 0.95%
9,427
-1,929
37
$542K 0.89%
+51,387
38
$536K 0.88%
79,387
-8,064
39
$528K 0.87%
4,485
-24,020
40
$505K 0.83%
15,634
-2,258
41
$481K 0.79%
+6,624
42
$475K 0.78%
18,052
+7,898
43
$456K 0.75%
+8,223
44
$446K 0.73%
+2,434
45
$409K 0.67%
+48,748
46
$407K 0.67%
18,570
+9,060
47
$390K 0.64%
2,487
-1,985
48
$389K 0.64%
+3,249
49
$368K 0.6%
+1,864
50
$344K 0.56%
+16,784
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