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
$104M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.54M
3
+$1.29M
4
MSGS icon
Madison Square Garden
MSGS
+$1.29M
5
CLVS
Clovis Oncology, Inc.
CLVS
+$1.22M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$2.51M
4
BAX icon
Baxter International
BAX
+$1.89M
5
MOH icon
Molina Healthcare
MOH
+$1.32M

Sector Composition

1 Healthcare 52.96%
2 Technology 15.11%
3 Communication Services 11.71%
4 Consumer Discretionary 4.16%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.08%
30,629
-18,303
27
$1.33M 1.07%
15,660
-180
28
$1.32M 1.06%
40,603
+22,748
29
$1.29M 1.05%
17,532
-25,619
30
$1.29M 1.04%
+20,968
31
$1.29M 1.04%
+5,821
32
$1.26M 1.02%
32,248
+16,138
33
$1.23M 0.99%
38,244
+14,446
34
$1.22M 0.99%
+26,864
35
$1.15M 0.93%
15,717
-93
36
$1.15M 0.92%
+54,773
37
$1.13M 0.91%
30,693
-4,287
38
$1.12M 0.9%
14,664
+572
39
$1.12M 0.9%
13,404
-9,739
40
$1.11M 0.9%
22,431
+9,760
41
$1.1M 0.89%
+7,786
42
$1.1M 0.89%
+5,378
43
$1.07M 0.87%
10,480
-1,734
44
$1.05M 0.85%
+22,095
45
$978K 0.79%
7,080
-1,538
46
$953K 0.77%
11,511
+2,513
47
$921K 0.74%
17,994
+7,796
48
$872K 0.7%
26,652
+11,682
49
$868K 0.7%
13,953
-213
50
$845K 0.68%
+5,295
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2
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