PIM
Partner Investment Management Portfolio holdings
AUM
$13.9M
This Quarter Return
-3.82%
1 Year Return
+49.21%
3 Year Return
+140.34%
5 Year Return
+258.27%
10 Year Return
–
AUM
$56.8M
AUM Growth
+$56.8M
(-21%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-25.11%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
107
New
25
Increased
13
Reduced
25
Closed
33
Top Buys
| 1 |
NXP Semiconductors
NXPI
|
$2.23M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$2.17M |
| 3 |
Western Digital
WDC
|
$1.57M |
| 4 |
Cigna
CI
|
$1.08M |
| 5 |
Novartis
NVS
|
$927K |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$3.56M |
| 2 |
Humana
HUM
|
$2.73M |
| 3 |
Alibaba
BABA
|
$2.28M |
| 4 |
Walt Disney
DIS
|
$1.74M |
| 5 |
PayPal
PYPL
|
$1.72M |
Sector Composition
| 1 | Healthcare | 50.96% |
| 2 | Technology | 27.17% |
| 3 | Financials | 2.09% |
| 4 | Communication Services | 1.95% |
| 5 | Consumer Discretionary | 1.8% |