PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
+3.66%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$82.8M
AUM Growth
+$82.8M
(-1.5%)
Cap. Flow
-$4.52M
Cap. Flow
% of AUM
-5.47%
Top 10 Holdings %
Top 10 Hldgs %
36.54%
Holding
97
New
16
Increased
22
Reduced
24
Closed
21
Top Buys
| 1 |
ALNA
Allena Pharmaceuticals, Inc. Common Stock
ALNA
|
$4.72M |
| 2 |
Baidu
BIDU
|
$2.36M |
| 3 |
Zimmer Biomet
ZBH
|
$1.73M |
| 4 |
DaVita
DVA
|
$1.59M |
| 5 |
CME Group
CME
|
$1.49M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$2.37M |
| 2 |
Elevance Health
ELV
|
$1.87M |
| 3 |
JD.com
JD
|
$1.84M |
| 4 |
AGN.PRA
Allergan plc.
AGN.PRA
|
$1.76M |
| 5 |
Amazon
AMZN
|
$1.64M |
Sector Composition
| 1 | Healthcare | 51.88% |
| 2 | Technology | 16.84% |
| 3 | Communication Services | 5.13% |
| 4 | Financials | 4.11% |
| 5 | Consumer Discretionary | 3.88% |
