PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
1-Year Return
49.21%
This Quarter Return
+16.33%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$68.6M
AUM Growth
-$7.53M
(-9.9%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-26.01%
Top 10 Holdings %
Top 10 Hldgs %
32.54%
Holding
120
New
24
Increased
22
Reduced
27
Closed
32
Top Buys
| 1 |
McKesson
MCK
|
$1.63M |
| 2 |
KITE
Kite Pharma, Inc.
KITE
|
$1.59M |
| 3 |
ServiceNow
NOW
|
$1.45M |
| 4 |
DXC Technology
DXC
|
$1.33M |
| 5 |
Microsoft
MSFT
|
$1.31M |
Top Sells
| 1 |
Marvell Technology
MRVL
|
$2.5M |
| 2 |
Jazz Pharmaceuticals
JAZZ
|
$2.3M |
| 3 |
Biogen
BIIB
|
$2.19M |
| 4 |
WFT
Weatherford International plc
WFT
|
$2.13M |
| 5 |
CSC
Computer Sciences
CSC
|
$2.05M |
Sector Composition
| 1 | Healthcare | 42.5% |
| 2 | Technology | 16.54% |
| 3 | Consumer Discretionary | 6.62% |
| 4 | Communication Services | 4.93% |
| 5 | Financials | 4.58% |
