Partner Investment Management as of Dec. 31, 2010
Portfolio Holdings for Partner Investment Management
Partner Investment Management holds 59 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 70.1 | $2.0B | 61k | 32253.97 | |
| Vale (VALE) | 2.0 | $56M | 1.6M | 34.57 | |
| McKesson Corporation (MCK) | 1.4 | $39M | 558k | 70.38 | |
| NVIDIA Corporation (NVDA) | 1.4 | $38M | 2.5M | 15.40 | |
| Wyndham Worldwide Corporation | 1.2 | $34M | 1.1M | 29.96 | |
| Covidien | 1.1 | $32M | 703k | 45.66 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $32M | 432k | 73.29 | |
| CVS Caremark Corporation (CVS) | 1.0 | $29M | 836k | 34.77 | |
| Agilent Technologies Inc C ommon (A) | 1.0 | $29M | 704k | 41.43 | |
| Baidu (BIDU) | 1.0 | $29M | 295k | 96.53 | |
| Oracle Corporation (ORCL) | 1.0 | $27M | 856k | 31.30 | |
| Amazon (AMZN) | 1.0 | $27M | 150k | 180.00 | |
| Navistar International Corporation | 0.9 | $27M | 458k | 57.91 | |
| Comcast Corporation (CMCSA) | 0.9 | $25M | 1.2M | 21.97 | |
| Amylin Pharmaceuticals | 0.9 | $25M | 1.7M | 14.71 | |
| Forest Laboratories | 0.8 | $23M | 727k | 31.98 | |
| Medicis Pharmaceutical Corporation | 0.8 | $23M | 857k | 26.79 | |
| Watson Pharmaceuticals | 0.7 | $20M | 390k | 51.65 | |
| Citigroup Inc unit | 0.7 | $19M | 142k | 136.69 | |
| Caterpillar (CAT) | 0.7 | $19M | 205k | 93.66 | |
| Salix Pharmaceuticals | 0.7 | $19M | 393k | 46.96 | |
| United States Steel Corporation (X) | 0.6 | $18M | 307k | 58.42 | |
| Amylin Pharmaceuticals Inc note 3.000% 6/1 | 0.6 | $17M | 20M | 0.88 | |
| Community Health Systems (CYH) | 0.5 | $15M | 395k | 37.37 | |
| Dendreon Corporation | 0.5 | $15M | 429k | 34.92 | |
| Zimmer Holdings (ZBH) | 0.5 | $14M | 268k | 53.68 | |
| Motorola | 0.5 | $14M | 1.5M | 9.07 | |
| Sina Corporation | 0.5 | $13M | 182k | 68.82 | |
| Illumina (ILMN) | 0.4 | $12M | 186k | 63.34 | |
| Abercrombie & Fitch (ANF) | 0.4 | $10M | 181k | 57.63 | |
| Bank of America Corporation (BAC) | 0.3 | $9.8M | 736k | 13.34 | |
| Stanley Black & Decker (SWK) | 0.3 | $9.8M | 147k | 66.87 | |
| Royal Caribbean Cruises (RCL) | 0.3 | $9.2M | 195k | 47.00 | |
| Teck Resources Ltd cl b (TECK) | 0.3 | $8.2M | 132k | 61.83 | |
| Gen-Probe Incorporated | 0.3 | $7.4M | 127k | 58.35 | |
| Allscripts Healthcare Solutions (MDRX) | 0.2 | $6.9M | 359k | 19.27 | |
| Perrigo Company | 0.2 | $7.2M | 113k | 63.33 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $7.1M | 112k | 63.22 | |
| Celgene Corporation | 0.2 | $6.6M | 112k | 59.14 | |
| Corning Incorporated (GLW) | 0.2 | $6.5M | 337k | 19.32 | |
| Edwards Lifesciences (EW) | 0.2 | $6.4M | 80k | 80.84 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $5.5M | 102k | 53.97 | |
| DaVita (DVA) | 0.2 | $5.4M | 78k | 69.49 | |
| Sequenom | 0.2 | $5.1M | 634k | 8.03 | |
| WellCare Health Plans | 0.2 | $4.6M | 152k | 30.22 | |
| Express Scripts | 0.2 | $4.4M | 81k | 54.05 | |
| Health Net | 0.2 | $4.5M | 166k | 27.29 | |
| CIGNA Corporation | 0.1 | $4.3M | 117k | 36.66 | |
| Patterson Companies (PDCO) | 0.1 | $4.3M | 141k | 30.63 | |
| Dryships Inc. note 5.000%12/0 | 0.1 | $3.2M | 3.2M | 1.02 | |
| Sirona Dental Systems | 0.1 | $3.4M | 81k | 41.78 | |
| HeartWare International | 0.1 | $2.3M | 26k | 87.56 | |
| TIM Participacoes SA | 0.1 | $1.3M | 37k | 34.15 | |
| Orexigen Therapeutics | 0.1 | $1.5M | 181k | 8.08 | |
| Cadence Pharmaceuticals | 0.1 | $1.5M | 201k | 7.55 | |
| Research In Motion | 0.0 | $1.3M | 217.00 | 5811.06 | |
| VMware | 0.0 | $994k | 11k | 88.94 | |
| iSoftStone Holdings | 0.0 | $331k | 18k | 18.19 | |
| ChinaCache International Holdings | 0.0 | $349k | 17k | 20.80 |
