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
$59.7M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.55M
3
+$1.47M
4
BABA icon
Alibaba
BABA
+$1.38M
5
SYF icon
Synchrony
SYF
+$1.03M

Top Sells

1
+$2.87M
2
+$2.81M
3
+$2.53M
4
GILD icon
Gilead Sciences
GILD
+$2.26M
5
LLY icon
Eli Lilly
LLY
+$1.84M

Sector Composition

1 Healthcare 52.15%
2 Technology 8.57%
3 Industrials 7.58%
4 Financials 7.48%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.96M 6.64%
46,558
+4,765
2
$3.37M 5.64%
48,922
+14,279
3
$3.05M 5.12%
9,769
-2,016
4
$2.49M 4.18%
37,993
+7,801
5
$2.42M 4.05%
82,314
+28,854
6
$2.11M 3.53%
48,829
+14,266
7
$1.86M 3.11%
70,482
-20,730
8
$1.81M 3.03%
48,493
+12,094
9
$1.79M 3%
+45,960
10
$1.66M 2.78%
+49,140
11
$1.62M 2.72%
17,096
+1,752
12
$1.55M 2.6%
11,044
+2,908
13
$1.53M 2.56%
+46,441
14
$1.43M 2.4%
+17,610
15
$1.39M 2.33%
11,628
+635
16
$1.25M 2.1%
46,938
-5,009
17
$1.24M 2.07%
35,300
-11,979
18
$1.21M 2.03%
36,756
+13,831
19
$1.21M 2.02%
49,556
-170
20
$1.2M 2.01%
11,075
-2,815
21
$1.2M 2%
233
+49
22
$1.1M 1.85%
26,272
+20,373
23
$1.07M 1.79%
+134,420
24
$1M 1.68%
+32,910
25
$986K 1.65%
25,488
+578
1
2 3 4