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
$75M
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.89M
3
+$1.79M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.19M
5
MSFT icon
Microsoft
MSFT
+$947K

Top Sells

1
+$2.54M
2
+$2.36M
3
+$1.91M
4
A icon
Agilent Technologies
A
+$1.72M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Healthcare 57.45%
2 Technology 20.64%
3 Financials 6.8%
4 Communication Services 4.37%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.46%
+3,842
52
$328K 0.44%
817
+377
53
$325K 0.43%
4,681
+2,378
54
$267K 0.36%
+6,854
55
$265K 0.35%
+3,335
56
$265K 0.35%
6,151
-24,882
57
$251K 0.33%
+7,055
58
$223K 0.3%
5,763
-10,414
59
$204K 0.27%
109
-20
60
$171K 0.23%
12,951
-141
61
$158K 0.21%
12,287
-100
62
$141K 0.19%
10,072
63
$137K 0.18%
+1,911
64
$135K 0.18%
+5,007
65
$131K 0.17%
21,604
+13,007
66
$110K 0.15%
+1,148
67
$101K 0.13%
+2,053
68
$83K 0.11%
6,163
69
$76K 0.1%
22,424
-9,089
70
$64K 0.09%
+7,879
71
$49K 0.07%
1,258
72
$42K 0.06%
+2,289
73
$35K 0.05%
15,283
74
$27K 0.04%
137
+49
75
$24K 0.03%
+889
1 2
3
4 5