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
$76.1M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.05M
3
+$2.05M
4
UHS icon
Universal Health Services
UHS
+$1.85M
5
BABA icon
Alibaba
BABA
+$1.83M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.34M
4
CRM icon
Salesforce
CRM
+$1.33M
5
BIIB icon
Biogen
BIIB
+$1.25M

Sector Composition

1 Healthcare 41.37%
2 Technology 11.69%
3 Communication Services 6.82%
4 Energy 5.01%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.15%
+5,484
77
$116K 0.14%
3,681
-6,062
78
$112K 0.14%
+1,572
79
$102K 0.12%
+1,346
80
$96K 0.12%
+3,848
81
$91K 0.11%
+1,171
82
$38K 0.05%
+2,204
83
– –
-13,054
84
– –
-9,875
85
– –
-2,736
86
– –
-19,440
87
– –
0
88
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-12,515
89
– –
-13,531
90
– –
-1,415
91
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-21,740
92
– –
-3,958
93
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-7,188
94
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0
95
– –
-11,094
96
– –
-6,956
97
– –
-843
98
– –
0
99
– –
-6,287
100
– –
-53,006
1 2 3
4
5