PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
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
+$3.58M
2
+$3.19M
3
+$2.28M
4
ELV icon
Elevance Health
ELV
+$1.89M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$4.96M
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%
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