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PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
+25.21%
1 Year Est. Return
+55.92%
3 Year Est. Return
+168.07%
5 Year Est. Return
+301.91%
10 Year Est. Return
–
AUM
$13.9M
AUM Growth
-$42.8M
Cap. Flow
-$45.6M
Cap. Flow %
-327.29%
Top 10 Hldgs %
48.07%
Holding
83
New
14
Increased
3
Reduced
23
Closed
37

Top Buys

1
BIIB icon
Biogen
BIIB
+$510K
2
ELV icon
Elevance Health
ELV
+$459K
3
HUM icon
Humana
HUM
+$427K
4
CNC icon
Centene
CNC
+$371K
5
PFE icon
Pfizer
PFE
+$281K

Top Sells

1
NXPI icon
NXP Semiconductors
NXPI
+$2.23M
2
MCHP icon
Microchip Technology
MCHP
+$2.23M
3
ZBH icon
Zimmer Biomet
ZBH
+$1.99M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.81M
5
TWLO icon
Twilio
TWLO
+$1.74M

Sector Composition

1 Healthcare 91.76%
2 Communication Services 0%
3 Consumer Discretionary 0%
4 Financials 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LVGO
76
DELISTED
Livongo Health, Inc. Common Stock
LVGO
– –
-1,444
Closed -$25K
DLPH
77
DELISTED
Delphi Technologies PLC Ordinary Shares
DLPH
– –
-14,179
Closed -$190K
WCG
78
DELISTED
Wellcare Health Plans, Inc.
WCG
– –
-4,757
Closed -$1.23M
1 2 3
4

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