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

Top Buys

1
+$2.85M
2
+$2.19M
3
+$1.8M
4
DIS icon
Walt Disney
DIS
+$1.74M
5
PGR icon
Progressive
PGR
+$1.65M

Top Sells

1
+$1.93M
2
+$1.32M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
PFE icon
Pfizer
PFE
+$1.07M

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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