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
$76.1M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.05M
3
+$2.05M
4
UHS icon
Universal Health Services
UHS
+$1.85M
5
BABA icon
Alibaba
BABA
+$1.83M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.34M
4
CRM icon
Salesforce
CRM
+$1.33M
5
BIIB icon
Biogen
BIIB
+$1.25M

Sector Composition

1 Healthcare 41.37%
2 Technology 11.69%
3 Communication Services 6.82%
4 Energy 5.01%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.65%
+5,993
52
$508K 0.62%
11,149
+6,009
53
$480K 0.58%
+6,018
54
$456K 0.56%
+6,917
55
$455K 0.55%
10,587
-11,577
56
$454K 0.55%
21,805
-41,766
57
$452K 0.55%
34,143
-113
58
$442K 0.54%
+10,520
59
$407K 0.5%
30,957
-1,539
60
$382K 0.47%
11,619
-37,258
61
$343K 0.42%
+16,209
62
$333K 0.41%
4,593
+1,944
63
$314K 0.38%
16,277
+4,828
64
$300K 0.37%
2,488
+801
65
$286K 0.35%
+16,548
66
$263K 0.32%
9,301
-428
67
$251K 0.31%
52,934
+5,225
68
$240K 0.29%
3,951
-6,149
69
$229K 0.28%
+2,445
70
$226K 0.28%
+10,135
71
$225K 0.27%
+17,772
72
$223K 0.27%
+4,865
73
$207K 0.25%
23,490
-120
74
$207K 0.25%
7,908
+3,908
75
$123K 0.15%
12,216
-11,553
1 2
3
4 5