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
$104M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.54M
3
+$1.29M
4
MSGS icon
Madison Square Garden
MSGS
+$1.29M
5
CLVS
Clovis Oncology, Inc.
CLVS
+$1.22M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$2.51M
4
BAX icon
Baxter International
BAX
+$1.89M
5
MOH icon
Molina Healthcare
MOH
+$1.32M

Sector Composition

1 Healthcare 52.96%
2 Technology 15.11%
3 Communication Services 11.71%
4 Consumer Discretionary 4.16%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$830K 0.67%
+4,221
52
$822K 0.66%
138,760
+68,960
53
$822K 0.66%
13,336
-9,636
54
$808K 0.65%
6,094
+2,022
55
$804K 0.65%
2,055
-46
56
$795K 0.64%
231
-155
57
$777K 0.63%
7,937
-13,450
58
$770K 0.62%
+17,662
59
$763K 0.62%
+19,915
60
$718K 0.58%
+8,091
61
$713K 0.58%
2,660
-99
62
$631K 0.51%
+25,980
63
$621K 0.5%
9,789
-657
64
$612K 0.49%
7,260
-561
65
$580K 0.47%
+9,815
66
$570K 0.46%
+12,308
67
$539K 0.44%
3,289
-5,916
68
$499K 0.4%
3,713
-3,061
69
$476K 0.38%
8,408
-1,124
70
$452K 0.37%
+21,387
71
$446K 0.36%
32,345
+4,141
72
$429K 0.35%
+5,287
73
$376K 0.3%
23,796
-5,983
74
$366K 0.3%
11,329
+2,695
75
$263K 0.21%
17,343
1 2
3
4 5