PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+25.21%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$13.9M
AUM Growth
+$13.9M
(-75%)
Cap. Flow
-$45.4M
Cap. Flow
% of AUM
-326.16%
Top 10 Holdings %
Top 10 Hldgs %
48.07%
Holding
83
New
14
Increased
3
Reduced
23
Closed
37
Top Buys
| 1 |
Biogen
BIIB
|
$546K |
| 2 |
Elevance Health
ELV
|
$504K |
| 3 |
Humana
HUM
|
$494K |
| 4 |
Centene
CNC
|
$430K |
| 5 |
Pfizer
PFE
|
$294K |
Top Sells
| 1 |
NXP Semiconductors
NXPI
|
$2.23M |
| 2 |
Microchip Technology
MCHP
|
$2.23M |
| 3 |
Zimmer Biomet
ZBH
|
$2.09M |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
$2.03M |
| 5 |
Twilio
TWLO
|
$1.74M |
Sector Composition
| 1 | Healthcare | 91.76% |
| 2 | Communication Services | 0% |
| 3 | Consumer Discretionary | 0% |
| 4 | Financials | 0% |
| 5 | Technology | 0% |
