PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
-0.46%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$63.9M
AUM Growth
+$63.9M
(-0.92%)
Cap. Flow
+$2.24M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
34.26%
Holding
117
New
29
Increased
26
Reduced
20
Closed
25
Top Buys
| 1 |
Elevance Health
ELV
|
$1.94M |
| 2 |
Cigna
CI
|
$1.54M |
| 3 |
AbbVie
ABBV
|
$1.07M |
| 4 |
UnitedHealth
UNH
|
$1.04M |
| 5 |
Range Resources
RRC
|
$970K |
Top Sells
| 1 |
Apple
AAPL
|
$1.74M |
| 2 |
Voyager Therapeutics
VYGR
|
$1.63M |
| 3 |
Baxter International
BAX
|
$1.6M |
| 4 |
ServiceNow
NOW
|
$1.19M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.17M |
Sector Composition
| 1 | Healthcare | 50.05% |
| 2 | Energy | 7.05% |
| 3 | Technology | 7.04% |
| 4 | Industrials | 4.56% |
| 5 | Communication Services | 3.89% |
