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
$756M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.3M
3
+$17.4M
4
REET icon
iShares Global REIT ETF
REET
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$4.69M

Top Sells

1
+$24.5M
2
+$5.63M
3
+$4.73M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$4.1M
5
NFLX icon
Netflix
NFLX
+$1.36M

Sector Composition

1 Technology 13.45%
2 Financials 10.14%
3 Energy 8.88%
4 Communication Services 7.51%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.51%
81,201
+42,173
27
$3.71M 0.49%
90,047
+49,250
28
$3.6M 0.48%
44,592
+31,561
29
$3.6M 0.48%
71,179
+38,935
30
$3.51M 0.46%
23,110
31
$3.21M 0.42%
59,459
+32,518
32
$3.15M 0.42%
26,324
+14,411
33
$3.12M 0.41%
54,804
+38,790
34
$3.11M 0.41%
13,651
+7,465
35
$3.11M 0.41%
1,493
+816
36
$3.07M 0.41%
17,944
+9,814
37
$3.03M 0.4%
43,631
+23,865
38
$3.03M 0.4%
9,872
+5,399
39
$3.02M 0.4%
20,963
+11,502
40
$2.95M 0.39%
191,379
+104,687
41
$2.95M 0.39%
+23,217
42
$2.92M 0.39%
53,105
+37,588
43
$2.89M 0.38%
55,223
+30,205
44
$2.87M 0.38%
23,797
+13,015
45
$2.8M 0.37%
77,047
+42,405
46
$2.71M 0.36%
+40,253
47
$2.64M 0.35%
65,097
+48,044
48
$2.6M 0.34%
15,278
+8,369
49
$2.5M 0.33%
33,893
-2,472
50
$2.33M 0.31%
81,090
+32,735
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