PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
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
+$1.7M
2
+$1.55M
3
+$1.47M
4
BABA icon
Alibaba
BABA
+$1.38M
5
SYF icon
Synchrony
SYF
+$1.03M

Top Sells

1
+$2.87M
2
+$2.81M
3
+$2.53M
4
GILD icon
Gilead Sciences
GILD
+$2.26M
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 1.54%
8,772
-9,267
27
$832K 1.39%
17,544
-2,134
28
$817K 1.37%
71,460
+26,770
29
$780K 1.31%
12,971
+7,493
30
$735K 1.23%
+2,159
31
$721K 1.21%
+867
32
$698K 1.17%
10,319
-36,253
33
$697K 1.17%
40,285
-42,035
34
$685K 1.15%
9,437
-3,740
35
$612K 1.03%
4,629
-4,066
36
$581K 0.97%
9,427
-1,929
37
$542K 0.91%
+51,387
38
$536K 0.9%
79,387
-8,064
39
$528K 0.88%
4,485
-24,020
40
$505K 0.85%
15,634
-2,258
41
$481K 0.81%
+6,624
42
$475K 0.8%
18,052
+7,898
43
$456K 0.76%
+8,223
44
$446K 0.75%
+2,434
45
$409K 0.69%
+48,748
46
$407K 0.68%
18,570
+9,060
47
$390K 0.65%
2,487
-1,985
48
$389K 0.65%
+3,249
49
$368K 0.62%
+1,864
50
$344K 0.58%
+16,784
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