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
$71M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.77M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.46M
5
UHS icon
Universal Health Services
UHS
+$1.42M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.44M
4
PFE icon
Pfizer
PFE
+$1.38M
5
SYK icon
Stryker
SYK
+$1.3M

Sector Composition

1 Healthcare 50.08%
2 Technology 9.08%
3 Communication Services 7.1%
4 Industrials 6.19%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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108
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112
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114
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115
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-8,627
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5