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
$72M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.19M
3
+$1.8M
4
DIS icon
Walt Disney
DIS
+$1.74M
5
PGR icon
Progressive
PGR
+$1.65M

Top Sells

1
+$1.93M
2
+$1.32M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
PFE icon
Pfizer
PFE
+$1.07M

Sector Composition

1 Healthcare 56.98%
2 Technology 18.35%
3 Communication Services 8.82%
4 Consumer Discretionary 6.87%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 1.24%
287,851
-9,110
27
$1.14M 1.21%
34,270
+2,403
28
$1.14M 1.21%
27,670
-25,941
29
$1.09M 1.16%
7,617
+286
30
$1.07M 1.13%
28,959
+16,960
31
$1.06M 1.13%
18,159
-22,446
32
$1.05M 1.11%
14,459
-3,182
33
$1.02M 1.09%
+6,730
34
$987K 1.05%
26,063
+9,240
35
$980K 1.04%
3,473
-3,455
36
$893K 0.95%
4,474
-527
37
$872K 0.93%
+23,272
38
$866K 0.92%
17,272
+1,910
39
$865K 0.92%
2,947
-2,683
40
$745K 0.79%
11,489
+2,297
41
$731K 0.78%
15,722
-3,125
42
$661K 0.7%
5,217
-194
43
$636K 0.68%
2,325
-1,029
44
$607K 0.64%
7,672
+2,107
45
$592K 0.63%
5,014
-2,101
46
$553K 0.59%
1,761
-967
47
$491K 0.52%
103,596
-255,529
48
$475K 0.5%
18,959
-17,783
49
$431K 0.46%
+7,952
50
$423K 0.45%
14,180
+3,123
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