PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
1-Year Return
49.21%
This Quarter Return
+13.64%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$76.1M
AUM Growth
+$12.2M
(+19%)
Cap. Flow
+$1.69M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
28.24%
Holding
127
New
34
Increased
22
Reduced
26
Closed
28
Top Buys
| 1 |
Liberty Global Class A
LBTYA
|
+$2.32M |
| 2 |
Marvell Technology
MRVL
|
+$2.05M |
| 3 |
CSC
Computer Sciences
CSC
|
+$2.05M |
| 4 |
Universal Health Services
UHS
|
+$1.85M |
| 5 |
Alibaba
BABA
|
+$1.83M |
Top Sells
| 1 |
Range Resources
RRC
|
+$1.82M |
| 2 |
Cigna
CI
|
+$1.69M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
+$1.34M |
| 4 |
Salesforce
CRM
|
+$1.33M |
| 5 |
Biogen
BIIB
|
+$1.25M |
Sector Composition
| 1 | Healthcare | 41.37% |
| 2 | Technology | 11.69% |
| 3 | Communication Services | 6.82% |
| 4 | Energy | 5.01% |
| 5 | Consumer Discretionary | 4.54% |
