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
$54M
AUM Growth
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.51M
3
+$2.04M
4
ELV icon
Elevance Health
ELV
+$1.57M
5
GILD icon
Gilead Sciences
GILD
+$1.51M

Top Sells

1
+$2.49M
2
+$2.11M
3
+$1.73M
4
SCHW icon
Charles Schwab
SCHW
+$1.53M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Healthcare 54.29%
2 Technology 14.39%
3 Financials 7.87%
4 Communication Services 6.89%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$676K 1.1%
5,927
-2,845
27
$654K 1.07%
6,399
-747
28
$613K 1%
31,945
-3,355
29
$577K 0.94%
+27,236
30
$572K 0.93%
47,065
-2,491
31
$546K 0.89%
+19,595
32
$542K 0.88%
19,974
+8,302
33
$520K 0.85%
+16,906
34
$501K 0.82%
2,473
+39
35
$468K 0.76%
+3,159
36
$456K 0.74%
78,883
-504
37
$449K 0.73%
+6,080
38
$428K 0.7%
33,973
-17,414
39
$403K 0.66%
2,471
-16
40
$373K 0.61%
+8,431
41
$339K 0.55%
18,788
+736
42
$336K 0.55%
2,991
-8,084
43
$333K 0.54%
+4,544
44
$327K 0.53%
+3,765
45
$317K 0.52%
9,194
-16,294
46
$296K 0.48%
93
-140
47
$267K 0.43%
16,848
+1,214
48
$260K 0.42%
23,010
+4,440
49
$258K 0.42%
15,192
-1,592
50
$254K 0.41%
5,542
-3,885
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