PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+15.28%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$64.5M
AUM Growth
+$64.5M
(+34%)
Cap. Flow
+$9.32M
Cap. Flow
% of AUM
14.44%
Top 10 Holdings %
Top 10 Hldgs %
33.08%
Holding
104
New
31
Increased
20
Reduced
21
Closed
18
Top Buys
| 1 |
Union Pacific
UNP
|
$1.76M |
| 2 |
Voyager Therapeutics
VYGR
|
$1.63M |
| 3 |
Apple
AAPL
|
$1.49M |
| 4 |
Biogen
BIIB
|
$1.47M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
$1.36M |
Top Sells
| 1 |
AET
Aetna Inc
AET
|
$2.28M |
| 2 |
Applied Materials
AMAT
|
$1.53M |
| 3 |
McKesson
MCK
|
$1.11M |
| 4 |
ALDR
Alder Biopharmaceuticals, Inc.
ALDR
|
$1.08M |
| 5 |
AbbVie
ABBV
|
$1.07M |
Sector Composition
| 1 | Healthcare | 43.91% |
| 2 | Technology | 11.49% |
| 3 | Communication Services | 7.24% |
| 4 | Consumer Discretionary | 6.68% |
| 5 | Energy | 5.04% |
