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
$542M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$17.5M
3
+$15.1M
4
SCHW icon
Charles Schwab
SCHW
+$15M
5
HAL icon
Halliburton
HAL
+$14.9M

Top Sells

1
+$21M
2
+$16.2M
3
+$15.5M
4
TNL icon
Travel + Leisure Co
TNL
+$13.8M
5
ETN icon
Eaton
ETN
+$12.6M

Sector Composition

1 Healthcare 39.77%
2 Communication Services 15.87%
3 Energy 6.17%
4 Financials 5.94%
5 Technology 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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