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
$68.6M
AUM Growth
-$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.45M
4
DXC icon
DXC Technology
DXC
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.5M
2
+$2.3M
3
+$2.19M
4
WFT
Weatherford International plc
WFT
+$2.13M
5
CSC
Computer Sciences
CSC
+$2.05M

Sector Composition

1 Healthcare 42.5%
2 Technology 16.54%
3 Consumer Discretionary 6.62%
4 Communication Services 4.93%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$359K 0.48%
27,370
-3,587
52
$348K 0.47%
24,236
+8,027
53
$340K 0.46%
+12,254
54
$329K 0.44%
+176
55
$328K 0.44%
+90,760
56
$315K 0.42%
2,488
57
$273K 0.37%
+1,584
58
$247K 0.33%
51,928
-1,006
59
$233K 0.31%
+6,108
60
$229K 0.31%
+2,873
61
$212K 0.28%
22,796
-694
62
$202K 0.27%
7,967
-2,168
63
$199K 0.27%
+19,254
64
$196K 0.26%
7,011
+4,807
65
$194K 0.26%
6,020
-3,281
66
$186K 0.25%
+4,023
67
$175K 0.24%
15,296
-6,509
68
$147K 0.2%
16,417
-17,726
69
$132K 0.18%
+2,100
70
$100K 0.13%
7,095
+1,611
71
$95K 0.13%
4,824
-11,453
72
$83K 0.11%
2,313
-14,199
73
$67K 0.09%
248
-8,115
74
$55K 0.07%
+2,244
75
– –
-6,279
1 2
3
4 5