PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
1-Year Return
49.21%
This Quarter Return
-13.53%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$75M
AUM Growth
-$41.9M
(-36%)
Cap. Flow
-$32.6M
Cap. Flow
% of AUM
-43.5%
Top 10 Holdings %
Top 10 Hldgs %
39.93%
Holding
132
New
20
Increased
24
Reduced
27
Closed
39
Top Buys
| 1 |
Microchip Technology
MCHP
|
$1.94M |
| 2 |
GoDaddy
GDDY
|
$1.82M |
| 3 |
Blackrock
BLK
|
$1.71M |
| 4 |
Thermo Fisher Scientific
TMO
|
$1.14M |
| 5 |
PayPal
PYPL
|
$924K |
Top Sells
| 1 |
Viatris
VTRS
|
$2.54M |
| 2 |
Jazz Pharmaceuticals
JAZZ
|
$2.36M |
| 3 |
Spotify
SPOT
|
$1.91M |
| 4 |
Agilent Technologies
A
|
$1.72M |
| 5 |
Apple
AAPL
|
$1.67M |
Sector Composition
| 1 | Healthcare | 57.45% |
| 2 | Technology | 20.64% |
| 3 | Financials | 6.8% |
| 4 | Communication Services | 4.37% |
| 5 | Consumer Discretionary | 3.64% |
