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
$68.6M
AUM Growth
-$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.45M
4
DXC icon
DXC Technology
DXC
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.5M
2
+$2.3M
3
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,239
77
– –
-17,772
78
– –
-12,216
79
– –
-23,941
80
– –
-3,951
81
– –
-20,737
82
– –
-18,984
83
– –
-21,107
84
– –
-1,171
85
– –
-15,857
86
– –
-13,895
87
– –
-3,848
88
– –
0
89
– –
0
90
– –
-1,572
91
– –
-27,820
92
– –
-21,666
93
– –
-11,518
94
– –
-4,865
95
– –
-3,681
96
– –
-7,908
97
– –
0
98
– –
0
99
– –
-10,520
100
– –
-13,338
1 2 3
4
5