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
$48.2M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.26M
4
MCK icon
McKesson
MCK
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$1.09M

Top Sells

1
+$2.22M
2
+$1.88M
3
+$1.83M
4
GILD icon
Gilead Sciences
GILD
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.58M

Sector Composition

1 Healthcare 51.78%
2 Technology 10.82%
3 Communication Services 5.42%
4 Financials 5.33%
5 Energy 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$770K 1.26%
+29,620
27
$765K 1.25%
26,138
+9,232
28
$685K 1.12%
5,105
-6,082
29
$683K 1.12%
+15,080
30
$677K 1.11%
+22,740
31
$669K 1.09%
9,099
-25,588
32
$666K 1.09%
32,562
-19,044
33
$651K 1.06%
18,827
+9,633
34
$462K 0.76%
+12,741
35
$444K 0.73%
5,585
+2,816
36
$431K 0.71%
31,406
-539
37
$406K 0.66%
20,049
+1,261
38
$396K 0.65%
+3,180
39
$377K 0.62%
72,684
-6,199
40
$363K 0.59%
+13,136
41
$357K 0.58%
2,964
-5,566
42
$347K 0.57%
12,713
-7,261
43
$338K 0.55%
20,383
+3,535
44
$322K 0.53%
+6,445
45
$322K 0.53%
+14,613
46
$295K 0.48%
+3,982
47
$295K 0.48%
+3,425
48
$288K 0.47%
26,187
+11,852
49
$275K 0.45%
+24,662
50
$253K 0.41%
5,060
-482
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