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
$117M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.54M
3
+$1.67M
4
LKQ icon
LKQ Corp
LKQ
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$2.37M
2
+$1.35M
3
+$1.34M
4
BAX icon
Baxter International
BAX
+$1.29M
5
CNC icon
Centene
CNC
+$1.29M

Sector Composition

1 Healthcare 54.74%
2 Technology 19.9%
3 Communication Services 7.95%
4 Consumer Discretionary 3.6%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$980K 0.75%
12,389
-1,564
52
$975K 0.75%
5,094
-201
53
$963K 0.74%
53,520
+32,133
54
$933K 0.71%
9,596
-6,121
55
$841K 0.64%
119,680
-19,080
56
$840K 0.64%
10,103
-4,561
57
$835K 0.64%
5,068
-5,461
58
$821K 0.63%
27,957
+1,093
59
$799K 0.61%
+16,177
60
$769K 0.59%
2,055
61
$688K 0.53%
+19,244
62
$635K 0.49%
4,130
-1,964
63
$632K 0.48%
+1,973
64
$591K 0.45%
4,907
-2,879
65
$560K 0.43%
3,289
66
$552K 0.42%
+16,716
67
$548K 0.42%
13,852
+9,619
68
$529K 0.41%
9,699
-1,812
69
$453K 0.35%
+1,856
70
$444K 0.34%
22,666
-3,314
71
$437K 0.33%
11,167
-162
72
$403K 0.31%
+1,452
73
$356K 0.27%
+1,709
74
$332K 0.25%
+9,518
75
$312K 0.24%
440
+189
1 2
3
4 5