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
$440M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$33.8M
2
+$24.3M
3
+$16M
4
CCI icon
Crown Castle
CCI
+$10.7M
5
ANDV
Andeavor
ANDV
+$10.7M

Top Sells

1
+$16.1M
2
+$11M
3
+$10.8M
4
PARA
Paramount Global Class B
PARA
+$10.3M
5
CMI icon
Cummins
CMI
+$10.3M

Sector Composition

1 Healthcare 34.66%
2 Communication Services 13.85%
3 Real Estate 10.93%
4 Energy 8.35%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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84
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86
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-188,092
87
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-5,257
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