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
$117M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.54M
3
+$1.67M
4
LKQ icon
LKQ Corp
LKQ
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$2.37M
2
+$1.35M
3
+$1.34M
4
BAX icon
Baxter International
BAX
+$1.29M
5
CNC icon
Centene
CNC
+$1.29M

Sector Composition

1 Healthcare 54.74%
2 Technology 19.9%
3 Communication Services 7.95%
4 Consumer Discretionary 3.6%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$305K 0.23%
129
-102
77
$282K 0.22%
+1,748
78
$282K 0.22%
+9,718
79
$265K 0.2%
15,886
-7,910
80
$226K 0.17%
15,283
-2,060
81
$218K 0.17%
2,303
-2,984
82
$202K 0.15%
+12,387
83
$176K 0.13%
10,072
-188
84
$165K 0.13%
+13,092
85
$152K 0.12%
7,977
-431
86
$145K 0.11%
+3,717
87
$142K 0.11%
31,513
-10,755
88
$133K 0.1%
+1,637
89
$131K 0.1%
6,163
90
$112K 0.09%
+2,797
91
$80K 0.06%
+8,597
92
$72K 0.06%
5,161
-96
93
$64K 0.05%
2,094
-32
94
$58K 0.04%
+1,537
95
$55K 0.04%
+88
96
$51K 0.04%
1,258
97
$47K 0.04%
2,634
-29,711
98
$27K 0.02%
518
99
– –
-7,260
100
– –
0
1 2 3
4
5