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
$75M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.82M
3
+$1.71M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.14M
5
PYPL icon
PayPal
PYPL
+$924K

Top Sells

1
+$2.54M
2
+$2.36M
3
+$1.91M
4
A icon
Agilent Technologies
A
+$1.72M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Healthcare 57.45%
2 Technology 20.64%
3 Financials 6.8%
4 Communication Services 4.37%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$980K 1.22%
5,130
-3,018
27
$973K 1.22%
58,840
+2,570
28
$971K 1.21%
8,090
-9,136
29
$944K 1.18%
7,588
-2,575
30
$859K 1.07%
15,932
+495
31
$814K 1.02%
22,559
-4,005
32
$812K 1.01%
16,623
-4,135
33
$795K 0.99%
38,899
-36,388
34
$773K 0.97%
+3,689
35
$753K 0.94%
+18,186
36
$748K 0.93%
13,336
37
$744K 0.93%
3,918
+2,209
38
$643K 0.8%
5,529
-3,250
39
$627K 0.78%
12,180
-9,214
40
$625K 0.78%
4,557
-511
41
$592K 0.74%
+6,184
42
$533K 0.67%
9,549
-7,293
43
$527K 0.66%
+2,297
44
$524K 0.65%
32,019
+9,353
45
$495K 0.62%
23,226
+9,374
46
$476K 0.59%
7,575
-4,814
47
$465K 0.58%
+20,877
48
$459K 0.57%
16,853
+7,135
49
$429K 0.54%
6,731
-5,092
50
$415K 0.52%
14,574
+3,407
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