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
$76.1M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.05M
3
+$2.05M
4
UHS icon
Universal Health Services
UHS
+$1.85M
5
BABA icon
Alibaba
BABA
+$1.83M

Top Sells

1
+$1.82M
2
+$1.69M
3
+$1.34M
4
CRM icon
Salesforce
CRM
+$1.33M
5
BIIB icon
Biogen
BIIB
+$1.25M

Sector Composition

1 Healthcare 41.37%
2 Technology 11.69%
3 Communication Services 6.82%
4 Energy 5.01%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.71M 3.3%
177,687
+134,466
2
$2.32M 2.83%
+64,720
3
$2.3M 2.8%
15,857
-2,489
4
$2.29M 2.78%
8,363
-4,570
5
$2.13M 2.59%
320,408
+153,850
6
$2.05M 2.5%
+29,718
7
$1.93M 2.35%
21,964
-2,510
8
$1.92M 2.34%
9,315
+487
9
$1.89M 2.3%
38,703
-22,851
10
$1.85M 2.25%
+14,847
11
$1.83M 2.23%
+16,967
12
$1.76M 2.14%
10,637
-2,825
13
$1.62M 1.98%
+27,820
14
$1.56M 1.9%
34,213
+7,523
15
$1.46M 1.77%
+28,085
16
$1.41M 1.72%
37,287
+31,225
17
$1.39M 1.69%
21,837
-3,772
18
$1.39M 1.69%
35,362
+20,890
19
$1.36M 1.65%
28,304
+10,203
20
$1.24M 1.51%
7,573
-5,472
21
$1.24M 1.51%
27,289
-4,557
22
$1.17M 1.42%
+13,895
23
$1.13M 1.37%
+34,857
24
$1.06M 1.29%
13,513
-3,150
25
$1.04M 1.27%
7,119
-11,511
1
2 3 4 5