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
$84M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$1.98M
3
+$1.72M
4
CNC icon
Centene
CNC
+$1.44M
5
JD icon
JD.com
JD
+$1.26M

Top Sells

1
+$4.01M
2
+$1.84M
3
+$1.72M
4
MCK icon
McKesson
MCK
+$1.63M
5
BABA icon
Alibaba
BABA
+$1.15M

Sector Composition

1 Healthcare 43.13%
2 Technology 17.68%
3 Communication Services 7.49%
4 Consumer Discretionary 6.46%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.56%
67,578
+39,867
27
$1.21M 1.45%
+4,832
28
$1.16M 1.38%
+63,830
29
$1.13M 1.34%
17,606
+9,308
30
$1.11M 1.32%
+32,738
31
$1.09M 1.3%
29,439
-6,281
32
$1.09M 1.29%
4,461
-3,130
33
$976K 1.16%
14,197
-4,096
34
$974K 1.16%
22,737
-4,633
35
$943K 1.12%
12,696
-7,274
36
$934K 1.11%
+10,792
37
$911K 1.08%
37,944
38
$889K 1.06%
+19,808
39
$867K 1.03%
9,603
+1,727
40
$841K 1%
12,198
+572
41
$819K 0.98%
5,237
-477
42
$800K 0.95%
15,160
+4,145
43
$679K 0.81%
23,323
+11,069
44
$593K 0.71%
33,325
+25,358
45
$566K 0.67%
4,972
+700
46
$522K 0.62%
116,800
+26,040
47
$503K 0.6%
2,057
+473
48
$481K 0.57%
+4,721
49
$480K 0.57%
1,073
+57
50
$475K 0.57%
16,476
-1,962
1
2
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