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
$66M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.87M
3
+$2.36M
4
GILD icon
Gilead Sciences
GILD
+$2.23M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Top Sells

1
+$1.61M
2
+$1.3M
3
+$1.26M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.13M
5
VMW
VMware, Inc
VMW
+$1.13M

Sector Composition

1 Healthcare 61.41%
2 Communication Services 5.64%
3 Financials 5.55%
4 Technology 4.39%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.51%
+10,519
52
$222K 0.34%
+5,899
53
$220K 0.33%
+620
54
$218K 0.33%
18,194
55
$217K 0.33%
10,154
+2,804
56
$208K 0.31%
9,510
-4,409
57
$141K 0.21%
7,031
58
$80K 0.12%
10,893
59
$54K 0.08%
+2,466
60
$16K 0.02%
1,314
-1,703
61
$8K 0.01%
+2,313
62
– –
-4,412
63
– –
-4,710
64
– –
-40,292
65
– –
-5,563
66
– –
-221
67
– –
-23,952
68
– –
-12,769
69
– –
-6,374
70
– –
-8,434
71
– –
-10,100
72
– –
-9,811
73
– –
-12,269
74
– –
-16,985
75
– –
-8,886
1 2
3
4 5