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
$71.3M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.43M
5
UNH icon
UnitedHealth
UNH
+$1.08M

Top Sells

1
+$4.3M
2
+$3.06M
3
+$2.57M
4
UBX
Unity Biotechnology
UBX
+$2.44M
5
GDDY icon
GoDaddy
GDDY
+$1.8M

Sector Composition

1 Healthcare 56.36%
2 Technology 21.74%
3 Communication Services 7.78%
4 Consumer Discretionary 6.1%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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0
102
$0 ﹤0.01%
+6
103
– –
-1,258
104
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-137
105
– –
-784
106
– –
-21,604
107
– –
-109
108
– –
-22,559
109
– –
-889
110
– –
-6,163
1 2 3 4
5