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
$88.5M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.08M
3
+$2.35M
4
ELV icon
Elevance Health
ELV
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.75M

Top Sells

1
+$5.33M
2
+$1.78M
3
+$1.34M
4
CI icon
Cigna
CI
+$1.28M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$1.26M

Sector Composition

1 Healthcare 59.47%
2 Technology 15.85%
3 Communication Services 6.53%
4 Financials 4.17%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 1.31%
+49,814
27
$1.2M 1.3%
+18,003
28
$1.2M 1.29%
15,810
+1,803
29
$1.19M 1.28%
12,214
-3,321
30
$1.17M 1.26%
16,110
+3,970
31
$1.15M 1.24%
34,980
+1,319
32
$1.15M 1.24%
15,840
-140
33
$1.13M 1.22%
22,972
+4,050
34
$1.1M 1.19%
29,392
+2,814
35
$1.1M 1.18%
386
-59
36
$1.09M 1.18%
+6,277
37
$1.08M 1.17%
52,746
-21,373
38
$1.01M 1.09%
+6,774
39
$997K 1.08%
8,618
-2,353
40
$958K 1.04%
10,446
+426
41
$951K 1.03%
14,092
-3,889
42
$741K 0.8%
+23,798
43
$703K 0.76%
+2,759
44
$700K 0.76%
10,619
-11,402
45
$646K 0.7%
14,166
+5,254
46
$640K 0.69%
+7,821
47
$621K 0.67%
2,101
-1,736
48
$618K 0.67%
12,671
-5,830
49
$599K 0.65%
+8,998
50
$588K 0.64%
+31,728
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