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
$117M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.54M
3
+$1.67M
4
LKQ icon
LKQ Corp
LKQ
+$1.15M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Top Sells

1
+$2.37M
2
+$1.35M
3
+$1.34M
4
BAX icon
Baxter International
BAX
+$1.29M
5
CNC icon
Centene
CNC
+$1.29M

Sector Composition

1 Healthcare 54.74%
2 Technology 19.9%
3 Communication Services 7.95%
4 Consumer Discretionary 3.6%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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