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
$76.1M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.05M
3
+$2.05M
4
UHS icon
Universal Health Services
UHS
+$1.85M
5
BABA icon
Alibaba
BABA
+$1.83M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.34M
4
CRM icon
Salesforce
CRM
+$1.33M
5
BIIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,986
102
– –
-1,973
103
– –
0
104
– –
-16,211
105
– –
-10,684
106
– –
0
107
– –
0
108
– –
-18,291
109
– –
-692
110
– –
-1,875
111
– –
-3,801
112
– –
-4,892
113
– –
0
114
– –
-2,781
115
– –
0
116
– –
-32,620
117
– –
-9,438
118
– –
-15,256
1 2 3 4
5