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
$71M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.77M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.46M
5
UHS icon
Universal Health Services
UHS
+$1.42M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.44M
4
PFE icon
Pfizer
PFE
+$1.38M
5
SYK icon
Stryker
SYK
+$1.3M

Sector Composition

1 Healthcare 50.08%
2 Technology 9.08%
3 Communication Services 7.1%
4 Industrials 6.19%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.69%
23,952
+8,277
52
$482K 0.68%
221
-65
53
$464K 0.65%
+2,846
54
$436K 0.61%
+5,563
55
$430K 0.6%
1,055
-433
56
$352K 0.5%
13,919
+8,188
57
$346K 0.49%
8,434
+642
58
$341K 0.48%
+15,200
59
$333K 0.47%
+18,194
60
$333K 0.47%
5,458
+2,175
61
$332K 0.47%
+6,374
62
$315K 0.44%
3,353
-483
63
$283K 0.4%
4,031
-3,403
64
$245K 0.34%
+8,886
65
$233K 0.33%
+4,979
66
$203K 0.29%
+7,031
67
$195K 0.27%
+7,350
68
$165K 0.23%
+5,740
69
$158K 0.22%
+16,050
70
$135K 0.19%
2,812
+1,532
71
$112K 0.16%
+10,893
72
$112K 0.16%
+1,859
73
$100K 0.14%
+1,363
74
$54K 0.08%
+997
75
$37K 0.05%
+3,017
1 2
3
4 5