PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.52B
1-Year Est. Return 12.02%
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$22M
3
+$18.1M
4
EQIX icon
Equinix
EQIX
+$17.6M
5
MDLZ icon
Mondelez International
MDLZ
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.71%
2 Financials 14.34%
3 Healthcare 11.35%
4 Communication Services 9.06%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 0.31%
+24,949
27
$876K 0.29%
+6,622
28
$870K 0.29%
+5,630
29
$861K 0.29%
+6,543
30
$843K 0.28%
+19,624
31
$823K 0.28%
+17,183
32
$757K 0.25%
+15,014
33
$659K 0.22%
+8,294
34
$630K 0.21%
+6,308
35
$626K 0.21%
+5,710
36
$622K 0.21%
+4,935
37
$588K 0.2%
+19,184
38
$581K 0.19%
+12,943
39
$421K 0.14%
+11,032
40
$386K 0.13%
+9,884
41
$383K 0.13%
+6,130
42
$255K 0.09%
+3,660
43
$250K 0.08%
+9,190
44
$193K 0.06%
+2,053
45
$165K 0.06%
+6,259
46
$161K 0.05%
+2,349
47
$160K 0.05%
+4,629
48
$160K 0.05%
+864
49
$145K 0.05%
+17,526
50
$105K 0.04%
+10,330
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