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

Top Buys

1
+$1.88M
2
+$1.8M
3
+$1.22M
4
MCK icon
McKesson
MCK
+$1.04M
5
UNH icon
UnitedHealth
UNH
+$1.03M

Top Sells

1
+$2.28M
2
+$1.83M
3
+$1.81M
4
AAPL icon
Apple
AAPL
+$1.65M
5
GILD icon
Gilead Sciences
GILD
+$1.6M

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 4.72%
18,640
+15,649
2
$2.26M 4.69%
68,049
+6,087
3
$1.87M 3.88%
75,002
+5,260
4
$1.73M 3.58%
+7,139
5
$1.71M 3.54%
50,808
+4,470
6
$1.55M 3.22%
13,595
+7,668
7
$1.53M 3.17%
63,793
+36,557
8
$1.48M 3.06%
17,725
-8,304
9
$1.44M 2.99%
10,209
-5,127
10
$1.44M 2.98%
23,814
-22,215
11
$1.26M 2.61%
+27,804
12
$1.11M 2.3%
+5,929
13
$1.09M 2.27%
+7,747
14
$1.08M 2.25%
30,280
-13,880
15
$1.06M 2.2%
+20,246
16
$1.05M 2.17%
67,761
+22,930
17
$1.05M 2.17%
13,578
-28,866
18
$914K 1.9%
+11,752
19
$895K 1.86%
23,076
+18,449
20
$887K 1.84%
17,341
-6,313
21
$871K 1.81%
48,279
-770
22
$835K 1.73%
5,047
+1,888
23
$821K 1.7%
+26,464
24
$788K 1.63%
29,774
+22,130
25
$780K 1.62%
44,345
-2,720
1
2 3 4