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
$64.5M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.69M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.4M
5
BIIB icon
Biogen
BIIB
+$1.39M

Top Sells

1
+$2.28M
2
+$1.53M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.11M
5
ALDR
Alder Biopharmaceuticals
ALDR
+$1.01M

Sector Composition

1 Healthcare 43.91%
2 Technology 11.49%
3 Communication Services 7.24%
4 Consumer Discretionary 6.68%
5 Energy 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$891K 1.38%
+6,926
27
$882K 1.37%
21,060
-9,220
28
$865K 1.34%
+29,131
29
$845K 1.31%
57,601
+32,939
30
$775K 1.2%
+43,593
31
$703K 1.09%
22,694
-3,444
32
$684K 1.06%
+80,800
33
$674K 1.04%
22,385
-4,079
34
$673K 1.04%
+11,471
35
$656K 1.02%
+16,320
36
$648K 1%
17,979
-13,427
37
$622K 0.96%
+10,440
38
$599K 0.93%
+16,826
39
$594K 0.92%
13,472
+731
40
$561K 0.87%
+9,828
41
$556K 0.86%
21,308
+6,695
42
$551K 0.85%
+18,376
43
$546K 0.85%
+14,903
44
$540K 0.84%
9,266
+2,821
45
$515K 0.8%
9,689
-13,387
46
$503K 0.78%
6,651
-6,927
47
$487K 0.76%
8,722
+3,662
48
$446K 0.69%
4,212
-1,373
49
$442K 0.69%
+6,191
50
$417K 0.65%
25,498
+9,311
1
2
3 4