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
$499M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$17.6M
3
+$14.7M
4
MLM icon
Martin Marietta Materials
MLM
+$14.3M
5
VMC icon
Vulcan Materials
VMC
+$13.9M

Top Sells

1
+$49M
2
+$39.2M
3
+$26.4M
4
ENDP
Endo International plc
ENDP
+$15M
5
WDAY icon
Workday
WDAY
+$14M

Sector Composition

1 Healthcare 32.07%
2 Communication Services 13.58%
3 Materials 10.25%
4 Consumer Discretionary 9.28%
5 Technology 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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