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
$82.8M
AUM Growth
-$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$2.35M
3
+$1.73M
4
DVA icon
DaVita
DVA
+$1.59M
5
CME icon
CME Group
CME
+$1.49M

Top Sells

1
+$2.37M
2
+$1.87M
3
+$1.84M
4
AGN.PRA
Allergan plc
AGN.PRA
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.64M

Sector Composition

1 Healthcare 51.88%
2 Technology 16.84%
3 Communication Services 5.13%
4 Financials 4.11%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.07M 5.84%
300,911
-29
2
$4.72M 5.44%
+575,407
3
$4.14M 4.77%
85,117
+3,548
4
$2.61M 3%
26,369
+5,075
5
$2.54M 2.92%
50,419
-7,672
6
$2.35M 2.71%
+10,053
7
$2.18M 2.51%
21,339
-936
8
$2.14M 2.46%
56,880
-12,387
9
$2.1M 2.42%
36,766
-3,122
10
$2.01M 2.32%
33,688
+1,986
11
$1.78M 2.05%
13,664
+1,374
12
$1.75M 2.01%
27,047
-9,336
13
$1.74M 2.01%
7,908
+1,147
14
$1.73M 1.99%
+14,767
15
$1.61M 1.85%
9,328
+855
16
$1.59M 1.83%
+22,021
17
$1.56M 1.8%
74,119
+6,541
18
$1.55M 1.79%
6,252
+1,791
19
$1.54M 1.78%
20,105
+5,908
20
$1.49M 1.72%
+10,230
21
$1.36M 1.57%
+15,535
22
$1.34M 1.54%
+3,555
23
$1.33M 1.53%
18,019
+413
24
$1.28M 1.48%
6,307
-3,159
25
$1.28M 1.47%
5,689
-8,315
1
2 3 4