PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
-4.23%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$54M
AUM Growth
+$54M
(-9.5%)
Cap. Flow
-$2.62M
Cap. Flow
% of AUM
-4.85%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
94
New
24
Increased
13
Reduced
28
Closed
20
Top Buys
| 1 |
AbbVie
ABBV
|
$2.63M |
| 2 |
HCA Healthcare
HCA
|
$2.51M |
| 3 |
Apple
AAPL
|
$2.05M |
| 4 |
Elevance Health
ELV
|
$1.57M |
| 5 |
Gilead Sciences
GILD
|
$1.51M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
$2.49M |
| 2 |
AerCap
AER
|
$2.11M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
$1.73M |
| 4 |
Charles Schwab
SCHW
|
$1.53M |
| 5 |
Alibaba
BABA
|
$1.17M |
Sector Composition
| 1 | Healthcare | 54.29% |
| 2 | Technology | 14.39% |
| 3 | Financials | 7.87% |
| 4 | Communication Services | 6.89% |
| 5 | Consumer Discretionary | 3.72% |
