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
$542M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$49M
2
+$18.4M
3
+$16.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$16.4M
5
SCHW icon
Charles Schwab
SCHW
+$15.6M

Top Sells

1
+$21M
2
+$16.2M
3
+$13.8M
4
MDVN
MEDIVATION, INC.
MDVN
+$13.5M
5
ETN icon
Eaton
ETN
+$12.6M

Sector Composition

1 Healthcare 39.77%
2 Communication Services 15.87%
3 Energy 6.17%
4 Financials 5.94%
5 Technology 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 9.05%
+1,195,800
2
$39.2M 7.23%
754,383
+91,585
3
$33.9M 6.25%
1,219,996
+258,245
4
$24.8M 4.58%
312,177
-7,633
5
$24.5M 4.52%
466,546
+161,900
6
$20.5M 3.79%
99,705
-4,637
7
$18.4M 3.39%
+278,004
8
$16.4M 3.03%
+279,231
9
$16.4M 3.03%
+310,932
10
$15.6M 2.89%
+572,414
11
$15M 2.76%
218,033
+114,566
12
$14.7M 2.72%
+461,339
13
$14M 2.59%
153,578
+110,185
14
$13.6M 2.52%
+99,499
15
$12.8M 2.36%
+192,940
16
$12.3M 2.26%
173,206
-145,040
17
$12M 2.21%
+53,916
18
$10.5M 1.94%
138,043
+69,961
19
$10.2M 1.88%
+284,047
20
$9.81M 1.81%
74,434
+72,473
21
$9.62M 1.77%
+74,918
22
$9.6M 1.77%
240,007
-258,784
23
$8.28M 1.53%
134,026
+67,457
24
$8.17M 1.51%
+247,977
25
$7.75M 1.43%
62,470
+34,641
1
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