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

Top Buys

1
+$1.5M
2
+$1.34M
3
+$1.33M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
AMZN icon
Amazon
AMZN
+$1.27M

Top Sells

1
+$2.44M
2
+$2.3M
3
+$2.15M
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 0.52%
27,370
-3,587
52
$348K 0.51%
24,236
+8,027
53
$340K 0.5%
+12,254
54
$329K 0.48%
+176
55
$328K 0.48%
+90,760
56
$315K 0.46%
2,488
57
$273K 0.4%
+1,584
58
$247K 0.36%
51,928
-1,006
59
$233K 0.34%
+6,108
60
$229K 0.33%
+2,873
61
$212K 0.31%
22,796
-694
62
$202K 0.29%
7,967
-2,168
63
$199K 0.29%
+19,254
64
$196K 0.29%
7,011
+4,807
65
$194K 0.28%
6,020
-3,281
66
$186K 0.27%
+4,023
67
$175K 0.26%
15,296
-6,509
68
$147K 0.21%
16,417
-17,726
69
$132K 0.19%
+2,100
70
$100K 0.15%
7,095
+1,611
71
$95K 0.14%
4,824
-11,453
72
$83K 0.12%
2,313
-14,199
73
$67K 0.1%
248
-8,115
74
$55K 0.08%
+2,244
75
– –
-11,518
1 2
3
4 5