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
$68.6M
AUM Growth
-$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.34M
3
+$1.33M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.27M

Top Sells

1
+$2.44M
2
+$2.3M
3
+$2.15M
4
WFT
Weatherford International plc
WFT
+$2.13M
5
CSC
Computer Sciences
CSC
+$2.05M

Sector Composition

1 Healthcare 42.5%
2 Technology 16.54%
3 Consumer Discretionary 6.62%
4 Communication Services 4.93%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$941K 1.37%
+398
27
$859K 1.25%
+9,919
28
$851K 1.24%
+18,300
29
$846K 1.23%
37,944
-11,172
30
$834K 1.22%
+5,714
31
$821K 1.2%
25,550
-39,170
32
$792K 1.15%
+11,626
33
$747K 1.09%
24,188
+12,569
34
$730K 1.06%
+18,619
35
$691K 1.01%
7,876
+455
36
$679K 0.99%
49,038
-14,155
37
$673K 0.98%
5,084
+337
38
$662K 0.96%
11,015
-2,250
39
$628K 0.92%
+10,911
40
$618K 0.9%
6,604
-15,233
41
$578K 0.84%
15,056
-15,794
42
$505K 0.74%
+27,711
43
$485K 0.71%
9,974
+5,381
44
$445K 0.65%
8,298
-2,289
45
$440K 0.64%
26,626
-151,061
46
$433K 0.63%
18,438
+1,890
47
$429K 0.63%
+1,016
48
$426K 0.62%
11,820
-9,256
49
$418K 0.61%
4,272
-1,746
50
$361K 0.53%
3,973
-17,991
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2
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