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
$68.6M
AUM Growth
-$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.59M
3
+$1.45M
4
DXC icon
DXC Technology
DXC
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.31M

Top Sells

1
+$2.5M
2
+$2.3M
3
+$2.19M
4
WFT
Weatherford International plc
WFT
+$2.13M
5
CSC
Computer Sciences
CSC
+$2.05M

Sector Composition

1 Healthcare 42.5%
2 Technology 16.54%
3 Consumer Discretionary 6.62%
4 Communication Services 4.93%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.99M 4.02%
28,837
+15,324
2
$2.94M 3.94%
52,269
+16,907
3
$2.56M 3.44%
29,282
+11,668
4
$2.36M 3.17%
12,534
+1,897
5
$2.19M 2.94%
15,541
-1,426
6
$1.98M 2.65%
46,566
+9,279
7
$1.84M 2.48%
15,117
+270
8
$1.83M 2.45%
7,591
-1,724
9
$1.79M 2.41%
25,984
+19,067
10
$1.72M 2.31%
36,119
+1,906
11
$1.71M 2.29%
32,496
+5,207
12
$1.65M 2.21%
41,814
+8,769
13
$1.63M 2.19%
+9,888
14
$1.62M 2.18%
26,755
-1,330
15
$1.45M 1.95%
+13,670
16
$1.38M 1.85%
8,222
+1,103
17
$1.38M 1.85%
7,421
-152
18
$1.36M 1.82%
35,720
-2,983
19
$1.32M 1.78%
+19,970
20
$1.29M 1.74%
+26,700
21
$1.27M 1.7%
18,293
+7,144
22
$1.21M 1.63%
+24,895
23
$1.16M 1.56%
12,414
+6,421
24
$1.05M 1.41%
6,951
-21
25
$944K 1.27%
18,622
+2,874
1
2 3 4 5