PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+4.57%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$48.2M
AUM Growth
+$48.2M
(-11%)
Cap. Flow
-$8.39M
Cap. Flow
% of AUM
-17.38%
Top 10 Holdings %
Top 10 Hldgs %
35.84%
Holding
104
New
20
Increased
18
Reduced
21
Closed
26
Top Buys
| 1 |
AET
Aetna Inc
AET
|
$1.91M |
| 2 |
Biogen
BIIB
|
$1.73M |
| 3 |
Baxter International
BAX
|
$1.26M |
| 4 |
McKesson
MCK
|
$1.11M |
| 5 |
UnitedHealth
UNH
|
$1.09M |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$2.22M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.88M |
| 3 |
AGN
Allergan plc
AGN
|
$1.83M |
| 4 |
Gilead Sciences
GILD
|
$1.6M |
| 5 |
Apple
AAPL
|
$1.58M |
Sector Composition
| 1 | Healthcare | 51.78% |
| 2 | Technology | 10.82% |
| 3 | Communication Services | 5.42% |
| 4 | Financials | 5.33% |
| 5 | Energy | 4.64% |
