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
$72M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.19M
3
+$1.8M
4
DIS icon
Walt Disney
DIS
+$1.74M
5
PGR icon
Progressive
PGR
+$1.65M

Top Sells

1
+$1.93M
2
+$1.32M
3
+$1.21M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
PFE icon
Pfizer
PFE
+$1.07M

Sector Composition

1 Healthcare 56.98%
2 Technology 18.35%
3 Communication Services 8.82%
4 Consumer Discretionary 6.87%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.78M 5.07%
28,517
+17,012
2
$2.74M 2.91%
16,171
+10,651
3
$2.73M 2.9%
10,284
+2,997
4
$2.59M 2.75%
17,052
+10,809
5
$2.52M 2.68%
22,051
+2,450
6
$2.19M 2.33%
+25,610
7
$2.05M 2.18%
7,199
+1,333
8
$1.94M 2.06%
44,712
-17,510
9
$1.74M 1.84%
+12,429
10
$1.72M 1.82%
15,009
-558
11
$1.65M 1.75%
+20,617
12
$1.64M 1.74%
23,385
-9,153
13
$1.62M 1.72%
7,867
-3,740
14
$1.61M 1.71%
6,163
-1,488
15
$1.56M 1.66%
11,560
+5,824
16
$1.53M 1.63%
9,542
+5,193
17
$1.43M 1.51%
+21,102
18
$1.41M 1.49%
22,848
+2,697
19
$1.4M 1.49%
10,475
+1,497
20
$1.39M 1.47%
8,660
+516
21
$1.29M 1.37%
+37,074
22
$1.26M 1.33%
4,990
-509
23
$1.22M 1.3%
3,331
+600
24
$1.2M 1.28%
36,859
-15,448
25
$1.18M 1.25%
8,644
+4,834
1
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