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
$88.5M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.08M
3
+$2.35M
4
ELV icon
Elevance Health
ELV
+$1.77M
5
MSFT icon
Microsoft
MSFT
+$1.75M

Top Sells

1
+$5.33M
2
+$1.78M
3
+$1.34M
4
CI icon
Cigna
CI
+$1.28M
5
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$1.26M

Sector Composition

1 Healthcare 59.47%
2 Technology 15.85%
3 Communication Services 6.53%
4 Financials 4.17%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2K ﹤0.01%
20
-1,155
77
– –
-3,233
78
– –
-6,307
79
– –
-14,199
80
– –
-13,664
81
– –
0
82
– –
-3,555
83
– –
-7,071
84
– –
0
85
– –
0
86
– –
0
87
– –
-35,126
88
– –
-7,086
89
– –
0
90
– –
-34,190
91
– –
-26,066
1 2 3
4