PARTNER INVESTMENT MANAGEMENT, L.P. Information

FOUR EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 281-1022

Report Date: 12/31/2013

Position Statistics

Total Positions 87
New Positions 22
Increased Positions 42
Decreased Positions 45
Positions with Activity 87
Sold Out Positions 28
Total Mkt Value (in $ millions) 423

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.6%
Capital Goods 1.83%
Conglomerates 0.23%
Consumer Cyclical 0%
Consumer/Non-Cyclical
Energy 8.46%
Financial 2.69%
Healthcare 33.5%
Services 25.09%
Technology 24.21%
Transportation
Utilities

87 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BRISTOL MYERS SQUIBB CO COM 32,550 32,550 New 662,798
STARWOOD HOTELS&RESORTS WRLDWD COM 24,472 -716 (2.84) 319,810
GILEAD SCIENCES INC COM 22,048 -9,508 (30.13) 318,246
ACTAVIS PLC SHS 20,804 -59,782 (74.18) 104,342
AGILENT TECHNOLOGIES INC COM 19,152 2,027 11.84 356,789
AMAZON COM INC COM 17,085 9,536 126.32 52,783
PRECISION CASTPARTS CORP COM 15,238 9,131 149.49 60,043
HCA HOLDINGS INC COM 14,797 3,578 31.90 304,646
VALERO ENERGY CORP NEW COM 13,602 13,602 New 243,148
GOOGLE INC CL A 13,508 13,508 New 23,954
WYNDHAM WORLDWIDE CORP COM 13,398 -7,962 (37.28) 187,778
GOOGLE INC CL C 13,331 13,331 New 23,954
MEDIVATION INC COM 12,944 9,708 300.08 219,981
AMERICAN TOWER CORP NEW COM 12,510 2,435 24.17 151,859
FACEBOOK INC CL A 12,442 12,442 New 208,343
EATON CORP PLC SHS 12,074 -6,945 (36.52) 165,504
ADOBE SYS INC COM 11,919 -1,432 (10.73) 189,066
CLOVIS ONCOLOGY INC COM 11,279 2,677 31.12 200,617
CROWN CASTLE INTL CORP COM 10,682 10,682 New 144,357
TESORO CORP COM 10,662 10,662 New 204,839


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