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
$63.9M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.04M
5
RRC icon
Range Resources
RRC
+$970K

Top Sells

1
+$1.74M
2
+$1.63M
3
+$1.6M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K 0.01%
+1,875
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4
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