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
$71M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.77M
3
+$1.61M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.46M
5
UHS icon
Universal Health Services
UHS
+$1.42M

Top Sells

1
+$1.68M
2
+$1.54M
3
+$1.44M
4
PFE icon
Pfizer
PFE
+$1.38M
5
SYK icon
Stryker
SYK
+$1.3M

Sector Composition

1 Healthcare 50.08%
2 Technology 9.08%
3 Communication Services 7.1%
4 Industrials 6.19%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.13M 5.8%
46,974
+6,176
2
$3.41M 4.8%
37,602
+19,515
3
$2.48M 3.49%
29,366
+3,848
4
$2.4M 3.38%
36,142
+21,973
5
$2.35M 3.3%
98,952
+28,002
6
$2.25M 3.17%
49,184
+17,087
7
$2.21M 3.11%
43,010
+8,034
8
$1.83M 2.58%
+14,390
9
$1.68M 2.36%
40,967
+20,879
10
$1.66M 2.34%
19,824
-8,708
11
$1.61M 2.27%
8,426
+943
12
$1.61M 2.26%
+9,811
13
$1.57M 2.21%
8,913
-937
14
$1.49M 2.09%
25,141
+9,832
15
$1.43M 2.02%
17,341
-2,557
16
$1.42M 2%
+9,988
17
$1.36M 1.91%
15,857
+4,417
18
$1.3M 1.84%
22,540
-7,456
19
$1.27M 1.79%
33,402
-21,569
20
$1.26M 1.78%
40,292
+13,552
21
$1.2M 1.69%
15,745
+8,585
22
$1.13M 1.59%
+13,180
23
$1.09M 1.53%
37,314
-9,348
24
$1.07M 1.51%
+37,510
25
$995K 1.4%
8,152
-6,609
1
2 3 4 5