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
$71.3M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.43M
5
UNH icon
UnitedHealth
UNH
+$1.08M

Top Sells

1
+$4.3M
2
+$3.06M
3
+$2.57M
4
UBX
Unity Biotechnology
UBX
+$2.44M
5
GDDY icon
GoDaddy
GDDY
+$1.8M

Sector Composition

1 Healthcare 56.36%
2 Technology 21.74%
3 Communication Services 7.78%
4 Consumer Discretionary 6.1%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.2%
7,331
+1,802
27
$1.03M 1.19%
16,256
+14,203
28
$1.01M 1.16%
+11,400
29
$1.01M 1.16%
5,520
+963
30
$989K 1.14%
6,243
-9,058
31
$984K 1.14%
+12,375
32
$974K 1.13%
+2,731
33
$954K 1.1%
3,354
-335
34
$801K 0.93%
36,742
-2,157
35
$799K 0.92%
15,362
-1,261
36
$782K 0.9%
9,766
-6,166
37
$779K 0.9%
13,240
-19,880
38
$757K 0.87%
18,847
-6,494
39
$750K 0.87%
+31,867
40
$748K 0.86%
5,736
-1,852
41
$741K 0.86%
+2,728
42
$719K 0.83%
11,629
+2,080
43
$667K 0.77%
+6,924
44
$656K 0.76%
16,823
-6,403
45
$626K 0.72%
+4,349
46
$616K 0.71%
+7,115
47
$575K 0.66%
9,192
+2,338
48
$524K 0.61%
+11,999
49
$492K 0.57%
3,810
-32
50
$492K 0.57%
5,411
-2,164
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2
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