PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
-4.34%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$66M
AUM Growth
+$66M
(-7%)
Cap. Flow
-$1,000K
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
44.06%
Holding
104
New
18
Increased
20
Reduced
20
Closed
38
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$3.2M |
| 2 |
Pfizer
PFE
|
$2.87M |
| 3 |
UnitedHealth
UNH
|
$2.36M |
| 4 |
Gilead Sciences
GILD
|
$2.23M |
| 5 |
Eli Lilly
LLY
|
$1.84M |
Top Sells
| 1 |
Elevance Health
ELV
|
$1.61M |
| 2 |
Tenet Healthcare
THC
|
$1.31M |
| 3 |
Apple
AAPL
|
$1.26M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$1.13M |
| 5 |
VMW
VMware, Inc
VMW
|
$1.13M |
Sector Composition
| 1 | Healthcare | 61.41% |
| 2 | Communication Services | 5.64% |
| 3 | Financials | 5.55% |
| 4 | Technology | 4.39% |
| 5 | Consumer Discretionary | 4.05% |
