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
$63.9M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.04M
5
RRC icon
Range Resources
RRC
+$970K

Top Sells

1
+$1.74M
2
+$1.63M
3
+$1.6M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
META icon
Meta Platforms (Facebook)
META
+$1.17M

Sector Composition

1 Healthcare 50.05%
2 Energy 7.05%
3 Technology 7.04%
4 Industrials 4.56%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-57,601
102
– –
0
103
– –
0
104
– –
-6,132
105
– –
-11,471
106
– –
-2,874
107
– –
0
108
– –
0
109
– –
-18,376
110
– –
-9,885
1 2 3 4
5