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

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.45M
4
DXC icon
DXC Technology
DXC
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.5M
2
+$2.3M
3
+$2.19M
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 1.26%
+398
27
$859K 1.15%
+9,919
28
$851K 1.14%
+18,300
29
$846K 1.14%
37,944
-11,172
30
$834K 1.12%
+5,714
31
$821K 1.1%
25,550
-39,170
32
$792K 1.06%
+11,626
33
$747K 1%
24,188
+12,569
34
$730K 0.98%
+18,619
35
$691K 0.93%
7,876
+455
36
$679K 0.91%
49,038
-14,155
37
$673K 0.9%
5,084
+337
38
$662K 0.89%
11,015
-2,250
39
$628K 0.84%
+10,911
40
$618K 0.83%
6,604
-15,233
41
$578K 0.78%
15,056
-15,794
42
$505K 0.68%
+27,711
43
$485K 0.65%
9,974
+5,381
44
$445K 0.6%
8,298
-2,289
45
$440K 0.59%
26,626
-151,061
46
$433K 0.58%
18,438
+1,890
47
$429K 0.58%
+1,016
48
$426K 0.57%
11,820
-9,256
49
$418K 0.56%
4,272
-1,746
50
$361K 0.49%
3,973
-17,991
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