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
$54M
AUM Growth
-$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.51M
3
+$2.04M
4
ELV icon
Elevance Health
ELV
+$1.57M
5
GILD icon
Gilead Sciences
GILD
+$1.51M

Top Sells

1
+$2.49M
2
+$2.11M
3
+$1.73M
4
SCHW icon
Charles Schwab
SCHW
+$1.53M
5
BABA icon
Alibaba
BABA
+$1.17M

Sector Composition

1 Healthcare 54.29%
2 Technology 14.39%
3 Financials 7.87%
4 Communication Services 6.89%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.31M 5.4%
42,444
+32,125
2
$2.63M 4.28%
+46,029
3
$2.22M 3.61%
34,687
-14,235
4
$2.19M 3.57%
26,029
-20,529
5
$2.04M 3.33%
+75,060
6
$2M 3.26%
15,336
+4,292
7
$1.83M 2.98%
6,822
-2,947
8
$1.82M 2.97%
61,962
-8,520
9
$1.71M 2.78%
69,742
+32,986
10
$1.6M 2.6%
17,379
+16,446
11
$1.57M 2.56%
189,980
+55,560
12
$1.57M 2.55%
+11,268
13
$1.47M 2.4%
46,338
-2,155
14
$1.4M 2.29%
51,606
-30,708
15
$1.4M 2.27%
11,187
-441
16
$1.35M 2.2%
35,340
-10,620
17
$1.31M 2.14%
44,160
-4,980
18
$1.31M 2.13%
23,654
+15,431
19
$1.11M 1.81%
3,272
+1,113
20
$993K 1.62%
+25,731
21
$931K 1.52%
49,049
+2,111
22
$901K 1.47%
8,530
-8,566
23
$875K 1.43%
30,545
-2,365
24
$712K 1.16%
+44,831
25
$706K 1.15%
+17,008
1
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