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
$71.3M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.43M
5
UNH icon
UnitedHealth
UNH
+$1.08M

Top Sells

1
+$4.3M
2
+$3.06M
3
+$2.57M
4
UBX
Unity Biotechnology
UBX
+$2.44M
5
GDDY icon
GoDaddy
GDDY
+$1.8M

Sector Composition

1 Healthcare 56.36%
2 Technology 21.74%
3 Communication Services 7.78%
4 Consumer Discretionary 6.1%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.57%
3,839
-4,251
52
$452K 0.52%
+5,623
53
$441K 0.51%
3,874
-22,603
54
$417K 0.48%
5,565
+884
55
$417K 0.48%
+11,083
56
$385K 0.44%
18,464
-13,555
57
$355K 0.41%
+2,848
58
$348K 0.4%
11,057
-5,796
59
$340K 0.39%
2,138
-4,046
60
$287K 0.33%
+7,383
61
$235K 0.27%
+17,247
62
$219K 0.25%
+2,792
63
$207K 0.24%
+15,257
64
$203K 0.23%
+3,411
65
$194K 0.22%
+14,624
66
$194K 0.22%
+10,136
67
$173K 0.2%
4,470
-10,104
68
$138K 0.16%
7,872
-4,415
69
$128K 0.15%
+6,200
70
$121K 0.14%
3,173
-2,978
71
$116K 0.13%
8,749
-4,202
72
$111K 0.13%
+8,114
73
$96K 0.11%
+1,309
74
$55K 0.06%
6,926
-953
75
$55K 0.06%
13,614
-45,226
1 2
3
4 5