PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
1-Year Return
49.21%
This Quarter Return
+3.51%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$72M
AUM Growth
+$691K
(+0.97%)
Cap. Flow
+$287K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
34.7%
Holding
104
New
15
Increased
30
Reduced
27
Closed
22
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
+$2.85M |
| 2 |
BioMarin Pharmaceuticals
BMRN
|
+$2.19M |
| 3 |
Alibaba
BABA
|
+$1.8M |
| 4 |
Walt Disney
DIS
|
+$1.74M |
| 5 |
Progressive
PGR
|
+$1.65M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$1.93M |
| 2 |
ARNA
Arena Pharmaceuticals Inc
ARNA
|
+$1.32M |
| 3 |
NTGN
Neon Therapeutics, Inc. Common Stock
NTGN
|
+$1.21M |
| 4 |
Amazon
AMZN
|
+$1.09M |
| 5 |
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% |
