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
$72M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.19M
3
+$1.84M
4
CRM icon
Salesforce
CRM
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.9M
2
+$1.43M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
LYV icon
Live Nation Entertainment
LYV
+$1.03M

Sector Composition

1 Healthcare 56.98%
2 Technology 18.35%
3 Communication Services 8.82%
4 Consumer Discretionary 6.87%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
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