PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+16.26%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$440M
AUM Growth
+$440M
(+17%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
48.84%
Holding
89
New
21
Increased
21
Reduced
16
Closed
29
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$35.2M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$26.8M |
| 3 |
AGN
Allergan plc
AGN
|
$17.2M |
| 4 |
Valero Energy
VLO
|
$12.3M |
| 5 |
ANDV
Andeavor
ANDV
|
$12M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$18M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$11.2M |
| 3 |
Dollar General
DG
|
$11.1M |
| 4 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
$11M |
| 5 |
Cummins
CMI
|
$11M |
Sector Composition
| 1 | Healthcare | 34.66% |
| 2 | Communication Services | 13.85% |
| 3 | Real Estate | 10.93% |
| 4 | Energy | 8.35% |
| 5 | Industrials | 8.24% |