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
$76.1M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.05M
3
+$2.05M
4
UHS icon
Universal Health Services
UHS
+$1.85M
5
BABA icon
Alibaba
BABA
+$1.83M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.34M
4
CRM icon
Salesforce
CRM
+$1.33M
5
BIIB icon
Biogen
BIIB
+$1.25M

Sector Composition

1 Healthcare 41.37%
2 Technology 11.69%
3 Communication Services 6.82%
4 Energy 5.01%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.26%
33,045
-30,378
27
$999K 1.22%
23,941
+9,729
28
$990K 1.21%
6,972
+1,523
29
$948K 1.15%
63,193
+16,032
30
$922K 1.12%
49,116
+20,634
31
$918K 1.12%
+38,113
32
$900K 1.1%
+11,518
33
$899K 1.09%
30,850
-637
34
$898K 1.09%
21,107
+1,514
35
$890K 1.08%
+14,296
36
$884K 1.08%
21,666
+10,610
37
$843K 1.03%
+7,482
38
$783K 0.95%
+9,662
39
$771K 0.94%
20,737
-18,335
40
$757K 0.92%
+21,076
41
$753K 0.92%
+13,265
42
$667K 0.81%
10,239
-13,247
43
$665K 0.81%
6,279
-10,506
44
$655K 0.8%
17,614
-679
45
$642K 0.78%
+16,512
46
$630K 0.77%
15,748
+5,113
47
$619K 0.75%
7,421
+2,088
48
$603K 0.73%
13,338
+2,099
49
$577K 0.7%
+4,747
50
$552K 0.67%
+18,984
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