PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+9.38%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$71M
AUM Growth
+$71M
(+6.9%)
Cap. Flow
+$531K
Cap. Flow
% of AUM
0.75%
Top 10 Holdings %
Top 10 Hldgs %
34.41%
Holding
116
New
35
Increased
28
Reduced
18
Closed
33
Top Buys
| 1 |
AET
Aetna Inc
AET
|
$1.83M |
| 2 |
HCA Healthcare
HCA
|
$1.77M |
| 3 |
Elevance Health
ELV
|
$1.61M |
| 4 |
Bristol-Myers Squibb
BMY
|
$1.46M |
| 5 |
Universal Health Services
UHS
|
$1.42M |
Top Sells
| 1 |
Bausch Health
BHC
|
$1.68M |
| 2 |
McKesson
MCK
|
$1.54M |
| 3 |
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
|
$1.44M |
| 4 |
Pfizer
PFE
|
$1.38M |
| 5 |
Stryker
SYK
|
$1.31M |
Sector Composition
| 1 | Healthcare | 50.08% |
| 2 | Technology | 9.08% |
| 3 | Communication Services | 7.1% |
| 4 | Industrials | 6.19% |
| 5 | Financials | 4.45% |
