PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66M
AUM Growth
-$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.09M
3
+$2.52M
4
UNH icon
UnitedHealth
UNH
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$1.85M

Top Sells

1
+$1.61M
2
+$1.3M
3
+$1.26M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.13M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$1.13M

Sector Composition

1 Healthcare 61.41%
2 Communication Services 5.64%
3 Financials 5.55%
4 Technology 4.39%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.35M 6.59%
47,279
+305
2
$3.6M 5.46%
46,572
+8,970
3
$3.47M 5.26%
41,793
+12,427
4
$3.31M 5.01%
28,505
+20,353
5
$3.2M 4.85%
+11,785
6
$2.87M 4.35%
+96,289
7
$2.23M 3.37%
+22,683
8
$2.16M 3.27%
91,212
-7,740
9
$2.05M 3.11%
34,643
-1,499
10
$1.84M 2.78%
+21,964
11
$1.71M 2.58%
30,192
+5,051
12
$1.62M 2.46%
18,039
+2,182
13
$1.53M 2.32%
53,460
+16,146
14
$1.52M 2.3%
13,890
-500
15
$1.38M 2.09%
36,399
-1,111
16
$1.37M 2.08%
10,993
+1,005
17
$1.37M 2.07%
15,344
-4,480
18
$1.32M 2%
34,563
-14,621
19
$1.27M 1.92%
51,947
+22,542
20
$1.14M 1.73%
82,320
+24,305
21
$1.08M 1.64%
8,136
-777
22
$1.08M 1.63%
20,985
-22,025
23
$1M 1.52%
+8,695
24
$984K 1.49%
13,177
-4,164
25
$975K 1.48%
24,910
-8,492
1
2 3 4 5