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

Top Buys

1
+$1.64M
2
+$1.57M
3
+$1.56M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.45M
5
UHS icon
Universal Health Services
UHS
+$1.25M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.38M
4
SYK icon
Stryker
SYK
+$1.34M
5
GILD icon
Gilead Sciences
GILD
+$1.16M

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
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5