PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.7M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.55M
3
+$1.47M
4
BABA icon
Alibaba
BABA
+$1.38M
5
SYF icon
Synchrony
SYF
+$1.03M

Top Sells

1
+$2.87M
2
+$2.81M
3
+$2.53M
4
GILD icon
Gilead Sciences
GILD
+$2.26M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Sector Composition

1 Healthcare 52.15%
2 Technology 8.57%
3 Industrials 7.58%
4 Financials 7.48%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.56%
11,672
+1,153
52
$285K 0.48%
+14,384
53
$229K 0.38%
+15,603
54
$196K 0.33%
+18,626
55
$189K 0.32%
+6,267
56
$94K 0.16%
933
-21,750
57
$91K 0.15%
3,966
-3,065
58
$49K 0.08%
+1,643
59
$42K 0.07%
+953
60
$41K 0.07%
2,466
61
$19K 0.03%
1,314
62
– –
-18,194
63
– –
-37,920
64
– –
-759
65
– –
-620
66
– –
-9,683
67
– –
-21,900
68
– –
-2,877
69
– –
-27,960
70
– –
-12,955
71
– –
-21,964
72
– –
-8,259
73
– –
0
74
– –
-67,750
75
– –
-8,986
1 2
3
4