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
$48.2M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.73M
3
+$1.26M
4
MCK icon
McKesson
MCK
+$1.11M
5
UNH icon
UnitedHealth
UNH
+$1.09M

Top Sells

1
+$2.22M
2
+$1.88M
3
+$1.83M
4
GILD icon
Gilead Sciences
GILD
+$1.6M
5
AAPL icon
Apple
AAPL
+$1.58M

Sector Composition

1 Healthcare 51.78%
2 Technology 10.82%
3 Communication Services 5.42%
4 Financials 5.33%
5 Energy 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.28M 3.72%
18,640
+15,649
2
$2.26M 3.7%
68,049
+6,087
3
$1.87M 3.06%
75,002
+5,260
4
$1.73M 2.82%
+7,139
5
$1.71M 2.8%
50,808
+4,470
6
$1.55M 2.54%
13,595
+7,668
7
$1.53M 2.5%
63,793
+36,557
8
$1.48M 2.41%
17,725
-8,304
9
$1.44M 2.36%
10,209
-5,127
10
$1.44M 2.35%
23,814
-22,215
11
$1.26M 2.06%
+27,804
12
$1.11M 1.81%
+5,929
13
$1.09M 1.79%
+7,747
14
$1.08M 1.77%
30,280
-13,880
15
$1.06M 1.74%
+20,246
16
$1.05M 1.71%
67,761
+22,930
17
$1.05M 1.71%
13,578
-28,866
18
$914K 1.5%
+11,752
19
$895K 1.46%
23,076
+18,449
20
$887K 1.45%
17,341
-6,313
21
$871K 1.42%
48,279
-770
22
$835K 1.37%
5,047
+1,888
23
$821K 1.34%
+26,464
24
$788K 1.29%
29,774
+22,130
25
$780K 1.28%
44,345
-2,720
1
2 3 4