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
$59.7M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.66M
3
+$1.53M
4
BABA icon
Alibaba
BABA
+$1.43M
5
LRCX icon
Lam Research
LRCX
+$1.07M

Top Sells

1
+$2.87M
2
+$2.83M
3
+$2.45M
4
GILD icon
Gilead Sciences
GILD
+$2.19M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Sector Composition

1 Healthcare 52.15%
2 Technology 8.57%
3 Industrials 7.58%
4 Financials 7.48%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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0
79
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-67,750
80
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-8,986
81
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-96,289
82
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0
83
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-20,985
84
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-10,500
85
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-1,882
86
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-2,508
1 2 3
4