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
$64.5M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$1.49M
4
BIIB icon
Biogen
BIIB
+$1.47M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$1.36M

Top Sells

1
+$2.28M
2
+$1.53M
3
+$1.11M
4
ALDR
Alder Biopharmaceuticals
ALDR
+$1.08M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 43.91%
2 Technology 11.49%
3 Communication Services 7.24%
4 Consumer Discretionary 6.68%
5 Energy 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.62%
10,645
-2,068
52
$392K 0.58%
61,460
-11,224
53
$389K 0.58%
6,340
-17,474
54
$386K 0.57%
+17,160
55
$349K 0.52%
+4,516
56
$344K 0.51%
7,398
+942
57
$343K 0.51%
+7,335
58
$339K 0.5%
+4,462
59
$281K 0.42%
+8,388
60
$275K 0.41%
9,262
-10,787
61
$245K 0.36%
+10,307
62
$207K 0.31%
+8,003
63
$192K 0.28%
1,687
-1,277
64
$178K 0.26%
+2,874
65
$176K 0.26%
+1,705
66
$174K 0.26%
1,357
-1,823
67
$148K 0.22%
23,646
+623
68
$141K 0.21%
+699
69
$138K 0.2%
+7,153
70
$97K 0.14%
3,854
-1,926
71
$86K 0.13%
+6,126
72
$79K 0.12%
9,885
-4,876
73
– –
-18,640
74
– –
-63,793
75
– –
-29,620
1 2
3
4