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
$63.9M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.04M
5
RRC icon
Range Resources
RRC
+$970K

Top Sells

1
+$1.74M
2
+$1.63M
3
+$1.6M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
META icon
Meta Platforms (Facebook)
META
+$1.17M

Sector Composition

1 Healthcare 50.05%
2 Energy 7.05%
3 Technology 7.04%
4 Industrials 4.56%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.54%
9,438
-1,207
52
$370K 0.49%
23,769
+16,616
53
$369K 0.49%
+6,287
54
$353K 0.47%
+843
55
$340K 0.45%
5,333
+871
56
$325K 0.43%
+14,472
57
$316K 0.42%
2,736
-6,306
58
$307K 0.41%
+9,743
59
$298K 0.39%
10,635
+1,373
60
$279K 0.37%
5,140
-4,126
61
$241K 0.32%
+18,291
62
$236K 0.31%
9,729
-578
63
$219K 0.29%
47,709
-13,751
64
$218K 0.29%
+9,875
65
$217K 0.29%
+2,781
66
$212K 0.28%
+6,062
67
$212K 0.28%
11,449
+5,323
68
$211K 0.28%
1,687
69
$208K 0.28%
+4,892
70
$187K 0.25%
692
-7
71
$151K 0.2%
2,649
+1,292
72
$139K 0.18%
23,610
-36
73
$114K 0.15%
+1,415
74
$113K 0.15%
1,973
-5,362
75
$108K 0.14%
+4,000
1 2
3
4 5