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
$82.8M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.35M
3
+$1.73M
4
DVA icon
DaVita
DVA
+$1.59M
5
CME icon
CME Group
CME
+$1.49M

Top Sells

1
+$2.37M
2
+$1.87M
3
+$1.84M
4
AGN.PRA
Allergan plc
AGN.PRA
+$1.76M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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