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
$72M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.19M
3
+$1.8M
4
DIS icon
Walt Disney
DIS
+$1.74M
5
PGR icon
Progressive
PGR
+$1.65M

Top Sells

1
+$1.93M
2
+$1.32M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
PFE icon
Pfizer
PFE
+$1.07M

Sector Composition

1 Healthcare 56.98%
2 Technology 18.35%
3 Communication Services 8.82%
4 Consumer Discretionary 6.87%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.42%
+19,048
52
$350K 0.37%
27,567
+74
53
$346K 0.37%
5,813
-5,816
54
$317K 0.34%
7,291
+4,118
55
$312K 0.33%
11,444
+1,308
56
$291K 0.31%
30,429
+15,172
57
$290K 0.31%
3,010
-3,914
58
$279K 0.3%
12,607
+4,493
59
$275K 0.29%
1,125
-7,910
60
$259K 0.28%
+1,679
61
$250K 0.27%
12,328
+4,456
62
$228K 0.24%
+11,964
63
$218K 0.23%
5,072
+602
64
$175K 0.19%
14,221
-403
65
$153K 0.16%
1,961
-1,450
66
$124K 0.13%
+1,852
67
$118K 0.13%
+1,730
68
$116K 0.12%
+7,219
69
$97K 0.1%
948
-2,926
70
$93K 0.1%
+2,132
71
$39K 0.04%
6,932
+6
72
$12K 0.01%
13,260
+13
73
– –
-18,464
74
– –
-5,623
75
– –
0
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3
4