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
$48.2M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.26M
4
MCK icon
McKesson
MCK
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$1.09M

Top Sells

1
+$2.22M
2
+$1.88M
3
+$1.83M
4
GILD icon
Gilead Sciences
GILD
+$1.6M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.41%
+4,993
52
$223K 0.36%
+6,456
53
$212K 0.35%
19,799
-3,211
54
$211K 0.35%
8,828
-66,232
55
$201K 0.33%
16,187
+687
56
$108K 0.18%
5,780
-380
57
$89K 0.15%
14,761
-1,539
58
$62K 0.1%
23,023
+3,001
59
$28K 0.05%
2,703
-31,270
60
– –
-3,985
61
– –
-2,765
62
– –
-2,136
63
– –
-3,272
64
– –
-2,473
65
– –
-6,080
66
– –
-4,544
67
– –
-15,192
68
– –
0
69
– –
-11,268
70
– –
-17,379
71
– –
-35,340
72
– –
0
73
– –
-3,765
74
– –
-17,008
75
– –
0
1 2
3
4