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
$64.5M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$1.49M
4
BIIB icon
Biogen
BIIB
+$1.47M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$1.36M

Top Sells

1
+$2.28M
2
+$1.53M
3
+$1.11M
4
ALDR
Alder Biopharmaceuticals
ALDR
+$1.08M
5
ABBV icon
AbbVie
ABBV
+$1.07M

Sector Composition

1 Healthcare 43.91%
2 Technology 11.49%
3 Communication Services 7.24%
4 Consumer Discretionary 6.68%
5 Energy 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.7M 5.49%
11,828
+4,689
2
$2.6M 3.85%
21,391
+11,182
3
$2.37M 3.52%
59,079
-8,970
4
$2.01M 2.98%
24,899
+7,174
5
$2.01M 2.97%
15,640
+2,045
6
$1.95M 2.89%
162,278
+136,091
7
$1.76M 2.6%
+18,018
8
$1.74M 2.58%
61,560
+52,732
9
$1.6M 2.37%
42,438
-1,907
10
$1.6M 2.37%
33,609
+5,805
11
$1.49M 2.21%
27,158
+6,912
12
$1.45M 2.15%
15,635
+3,883
13
$1.41M 2.08%
52,902
+20,340
14
$1.38M 2.04%
41,960
-33,042
15
$1.37M 2.03%
36,352
-14,456
16
$1.19M 1.76%
+14,997
17
$1.15M 1.7%
13,901
+9,919
18
$1.14M 1.69%
+6,132
19
$1.04M 1.54%
+5,886
20
$1.01M 1.5%
58,009
-9,752
21
$969K 1.44%
56,258
+7,979
22
$960K 1.42%
+24,771
23
$945K 1.4%
+9,042
24
$928K 1.38%
+7,118
25
$914K 1.35%
6,532
-1,215
1
2 3 4