PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.8M
3
+$1.22M
4
MCK icon
McKesson
MCK
+$1.04M
5
UNH icon
UnitedHealth
UNH
+$1.03M

Top Sells

1
+$2.28M
2
+$1.83M
3
+$1.81M
4
AAPL icon
Apple
AAPL
+$1.65M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

Sector Composition

1 Healthcare 51.78%
2 Technology 10.82%
3 Communication Services 5.42%
4 Financials 5.33%
5 Energy 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,765
77
– –
-2,136
78
– –
-3,272
79
– –
-2,473
80
– –
-6,080
81
– –
-4,544
82
– –
-15,192
83
– –
0
84
– –
0
85
– –
-4,201
86
– –
-30,545
87
– –
-8,431
88
– –
0
89
– –
0
90
– –
0
91
– –
-1,540
92
– –
-2,471
93
– –
0
94
– –
-6,822
95
– –
0
96
– –
-19,595
97
– –
-3,230
1 2 3
4