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
$71.3M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.68M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.43M
5
UNH icon
UnitedHealth
UNH
+$1.08M

Top Sells

1
+$4.3M
2
+$3.06M
3
+$2.57M
4
UBX
Unity Biotechnology
UBX
+$2.44M
5
GDDY icon
GoDaddy
GDDY
+$1.8M

Sector Composition

1 Healthcare 56.36%
2 Technology 21.74%
3 Communication Services 7.78%
4 Consumer Discretionary 6.1%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.58M 2.98%
62,222
+8,272
2
$2.45M 2.83%
32,538
-23,994
3
$2.43M 2.81%
19,601
+6,573
4
$2.32M 2.68%
359,125
-473,233
5
$2.29M 2.65%
+11,607
6
$2.23M 2.58%
9,035
+4,381
7
$2.16M 2.5%
53,611
+35,425
8
$2.08M 2.41%
296,961
-4,928
9
$2M 2.31%
7,651
+1,271
10
$1.99M 2.3%
6,928
-1,794
11
$1.94M 2.24%
7,287
-615
12
$1.82M 2.1%
40,605
+1,197
13
$1.72M 1.99%
52,307
+31,430
14
$1.68M 1.95%
+11,505
15
$1.62M 1.87%
15,567
-8,822
16
$1.58M 1.83%
+5,866
17
$1.54M 1.78%
5,630
+554
18
$1.32M 1.53%
17,641
+4,305
19
$1.32M 1.52%
5,499
+3,202
20
$1.28M 1.49%
20,151
-11,199
21
$1.2M 1.38%
8,144
-3,202
22
$1.09M 1.26%
12,200
-15,800
23
$1.07M 1.23%
+27,493
24
$1.06M 1.22%
8,978
-8,776
25
$1.05M 1.21%
5,001
-129
1
2 3 4 5