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
$778M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$6.11M
3
+$5.99M
4
MSFT icon
Microsoft
MSFT
+$3.63M
5
KMI icon
Kinder Morgan
KMI
+$3.09M

Top Sells

1
+$33.8M
2
+$14.1M
3
+$9.79M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.4M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$3.64M

Sector Composition

1 Technology 13.86%
2 Communication Services 12.11%
3 Financials 10.26%
4 Consumer Discretionary 6.99%
5 Energy 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.5M 0.71%
56,259
+11,667
27
$4.78M 0.61%
100,172
+18,971
28
$4.63M 0.59%
69,669
+14,446
29
$4.41M 0.57%
33,270
+6,946
30
$4.37M 0.56%
66,999
+13,894
31
$4.3M 0.55%
12,453
+2,581
32
$4.29M 0.55%
241,444
+50,065
33
$4.22M 0.54%
89,817
+18,638
34
$4.2M 0.54%
26,573
+5,610
35
$4.11M 0.53%
113,604
+23,557
36
$4.05M 0.52%
30,022
+6,225
37
$4M 0.51%
69,139
+14,335
38
$3.98M 0.51%
141,956
-22,632
39
$3.92M 0.5%
51,303
+11,050
40
$3.86M 0.5%
98,041
+20,994
41
$3.84M 0.49%
55,047
+11,416
42
$3.81M 0.49%
1,882
+389
43
$3.79M 0.49%
23,110
44
$3.74M 0.48%
22,638
+4,694
45
$3.73M 0.48%
20,068
+4,790
46
$3.6M 0.46%
29,690
+6,473
47
$3.57M 0.46%
75,280
+15,821
48
$3.2M 0.41%
82,131
+17,034
49
$3.05M 0.39%
24,593
+5,099
50
$2.87M 0.37%
23,907
+4,998
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