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
$63.9M
AUM Growth
-$595K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.54M
3
+$1.07M
4
UNH icon
UnitedHealth
UNH
+$1.04M
5
RRC icon
Range Resources
RRC
+$970K

Top Sells

1
+$1.74M
2
+$1.63M
3
+$1.6M
4
NOW icon
ServiceNow
NOW
+$1.19M
5
META icon
Meta Platforms (Facebook)
META
+$1.17M

Sector Composition

1 Healthcare 50.05%
2 Energy 7.05%
3 Technology 7.04%
4 Industrials 4.56%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.67M 4.86%
12,933
+1,105
2
$2.48M 3.29%
18,630
+11,512
3
$2.09M 2.77%
61,554
+25,202
4
$2.09M 2.77%
13,045
+6,513
5
$2.03M 2.69%
24,474
+8,839
6
$2M 2.65%
18,346
-3,045
7
$1.98M 2.62%
63,423
+4,344
8
$1.94M 2.56%
+13,462
9
$1.82M 2.41%
53,006
+28,235
10
$1.8M 2.39%
8,828
+2,942
11
$1.74M 2.31%
16,785
-1,233
12
$1.61M 2.13%
48,877
+19,746
13
$1.52M 2.02%
39,072
+22,246
14
$1.47M 1.95%
23,486
+17,146
15
$1.34M 1.78%
16,211
-8,688
16
$1.33M 1.76%
19,440
+13,249
17
$1.32M 1.75%
63,571
+21,611
18
$1.21M 1.6%
31,846
-10,592
19
$1.14M 1.51%
25,609
+7,630
20
$1.03M 1.36%
18,101
+10,703
21
$884K 1.17%
15,256
-11,902
22
$875K 1.16%
+22,164
23
$862K 1.14%
+26,690
24
$861K 1.14%
21,740
+5,420
25
$831K 1.1%
+166,558
1
2 3 4 5