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
$66M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.87M
3
+$2.36M
4
GILD icon
Gilead Sciences
GILD
+$2.23M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Top Sells

1
+$1.61M
2
+$1.3M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
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