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
$104M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.54M
3
+$1.29M
4
MSGS icon
Madison Square Garden
MSGS
+$1.29M
5
CLVS
Clovis Oncology, Inc.
CLVS
+$1.22M

Top Sells

1
+$3.61M
2
+$3.52M
3
+$2.51M
4
BAX icon
Baxter International
BAX
+$1.89M
5
MOH icon
Molina Healthcare
MOH
+$1.32M

Sector Composition

1 Healthcare 52.96%
2 Technology 15.11%
3 Communication Services 11.71%
4 Consumer Discretionary 4.16%
5 Financials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.08M 3.29%
+30,876
2
$3.88M 3.14%
298,005
-277,402
3
$3.41M 2.76%
14,344
+591
4
$2.99M 2.41%
17,334
+1,796
5
$2.68M 2.17%
47,480
+20,560
6
$2.61M 2.11%
19,153
+4,770
7
$2.6M 2.1%
68,808
-3,476
8
$2.52M 2.04%
69,879
-4,971
9
$2.37M 1.91%
9,738
+3,769
10
$2.34M 1.89%
34,580
-1,891
11
$2.1M 1.69%
62,424
+12,610
12
$1.95M 1.58%
10,529
+3,307
13
$1.92M 1.55%
17,725
-1,433
14
$1.84M 1.49%
6,185
-553
15
$1.81M 1.46%
25,653
-7,985
16
$1.65M 1.33%
27,034
-9,881
17
$1.61M 1.3%
7,889
+1,612
18
$1.54M 1.25%
15,800
-5,086
19
$1.54M 1.25%
+9,164
20
$1.49M 1.2%
6,055
-4,612
21
$1.48M 1.2%
30,552
-4,518
22
$1.4M 1.13%
23,694
-3,460
23
$1.4M 1.13%
20,167
+9,548
24
$1.38M 1.12%
22,338
+4,335
25
$1.35M 1.09%
33,991
+4,599
1
2 3 4 5