PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 49.21%
This Quarter Est. Return
1 Year Est. Return
+49.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.77M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.46M
5
UHS icon
Universal Health Services
UHS
+$1.42M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.44M
4
PFE icon
Pfizer
PFE
+$1.38M
5
SYK icon
Stryker
SYK
+$1.3M

Sector Composition

1 Healthcare 50.08%
2 Technology 9.08%
3 Communication Services 7.1%
4 Industrials 6.19%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.05%
+1,050
77
$33K 0.05%
+935
78
$30K 0.04%
+1,507
79
$26K 0.04%
+2,068
80
$24K 0.03%
+1,080
81
$8K 0.01%
+850
82
– –
-7,371
83
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-10,945
84
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-6,792
85
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-41,874
86
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87
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88
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89
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90
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-7,464
91
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92
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93
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94
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95
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96
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-9,782
97
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98
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99
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100
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-20,223
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4
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