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
$54M
AUM Growth
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.51M
3
+$2.04M
4
ELV icon
Elevance Health
ELV
+$1.57M
5
GILD icon
Gilead Sciences
GILD
+$1.51M

Top Sells

1
+$2.49M
2
+$2.11M
3
+$1.73M
4
SCHW icon
Charles Schwab
SCHW
+$1.53M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Healthcare 54.29%
2 Technology 14.39%
3 Financials 7.87%
4 Communication Services 6.89%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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