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
$68.6M
AUM Growth
-$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.45M
4
DXC icon
DXC Technology
DXC
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.5M
2
+$2.3M
3
+$2.19M
4
WFT
Weatherford International plc
WFT
+$2.13M
5
CSC
Computer Sciences
CSC
+$2.05M

Sector Composition

1 Healthcare 42.5%
2 Technology 16.54%
3 Consumer Discretionary 6.62%
4 Communication Services 4.93%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-2,445
102
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-28,304
103
– –
-14,296
104
– –
-38,113
105
– –
-320,408
106
– –
-34,857
107
– –
-7,482
108
– –
-9,662
109
– –
-1,346
110
– –
-29,718
1 2 3 4
5