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
$117M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.54M
3
+$1.67M
4
LKQ icon
LKQ Corp
LKQ
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$2.37M
2
+$1.35M
3
+$1.34M
4
BAX icon
Baxter International
BAX
+$1.29M
5
CNC icon
Centene
CNC
+$1.29M

Sector Composition

1 Healthcare 54.74%
2 Technology 19.9%
3 Communication Services 7.95%
4 Consumer Discretionary 3.6%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.22%
34,680
+17,018
27
$1.53M 1.17%
21,394
+1,227
28
$1.52M 1.17%
31,033
-7,211
29
$1.45M 1.11%
56,270
+1,497
30
$1.44M 1.1%
37,338
+10,686
31
$1.41M 1.08%
10,163
-317
32
$1.39M 1.06%
9,253
+2,173
33
$1.37M 1.05%
10,080
+6,367
34
$1.35M 1.04%
20,758
-1,673
35
$1.35M 1.03%
47,405
-15,019
36
$1.32M 1.01%
13,336
37
$1.3M 1%
8,779
+842
38
$1.21M 0.92%
15,437
+5,648
39
$1.18M 0.9%
11,823
+10,114
40
$1.18M 0.9%
25,676
+1,982
41
$1.18M 0.9%
13,404
42
$1.18M 0.9%
4,420
-1,635
43
$1.15M 0.88%
+36,219
44
$1.14M 0.87%
29,503
+9,588
45
$1.13M 0.86%
25,440
-6,808
46
$1.09M 0.83%
4,898
+677
47
$1.08M 0.83%
10,729
+2,638
48
$1.05M 0.8%
34,960
+4,267
49
$1.03M 0.79%
16,842
-1,152
50
$1.02M 0.78%
+8,917
1
2
3 4 5