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

Top Buys

1
+$1.84M
2
+$1.69M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.4M
5
BIIB icon
Biogen
BIIB
+$1.39M

Top Sells

1
+$2.28M
2
+$1.53M
3
+$1.13M
4
MCK icon
McKesson
MCK
+$1.11M
5
ALDR
Alder Biopharmaceuticals
ALDR
+$1.01M

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 0.65%
10,645
-2,068
52
$392K 0.61%
61,460
-11,224
53
$389K 0.6%
6,340
-17,474
54
$386K 0.6%
+17,160
55
$349K 0.54%
+4,516
56
$344K 0.53%
7,398
+942
57
$343K 0.53%
+7,335
58
$339K 0.53%
+4,462
59
$281K 0.44%
+8,388
60
$275K 0.43%
9,262
-10,787
61
$245K 0.38%
+10,307
62
$207K 0.32%
+8,003
63
$192K 0.3%
1,687
-1,277
64
$178K 0.28%
+2,874
65
$176K 0.27%
+1,705
66
$174K 0.27%
1,357
-1,823
67
$148K 0.23%
23,646
+623
68
$141K 0.22%
+699
69
$138K 0.21%
+7,153
70
$97K 0.15%
3,854
-1,926
71
$86K 0.13%
+6,126
72
$79K 0.12%
9,885
-4,876
73
– –
-9,099
74
– –
-29,774
75
– –
-63,793
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3
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