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
$1.15B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$13.2M
3
+$12.9M
4
CC icon
Chemours
CC
+$10.3M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.41M

Top Sells

1
+$12M
2
+$10M
3
+$8.94M
4
SBAC icon
SBA Communications
SBAC
+$8.67M
5
VOYA icon
Voya Financial
VOYA
+$8.07M

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 13.31%
3 Financials 12.98%
4 Industrials 8.87%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.05%
301,224
+1,689
27
$12.1M 1.05%
429,859
+118,402
28
$12.1M 1.05%
271,042
+153,144
29
$11.8M 1.03%
412,356
+135,211
30
$11.8M 1.03%
220,433
31
$11.1M 0.97%
64,669
+17,511
32
$11M 0.96%
207,961
+56,328
33
$10.3M 0.9%
138,196
-8,884
34
$10.3M 0.9%
+689,034
35
$9.99M 0.87%
134,616
+36,898
36
$9.96M 0.87%
74,138
+20,547
37
$9.61M 0.84%
225,154
+56,336
38
$9.41M 0.82%
+302,162
39
$9.4M 0.82%
250,730
+70,411
40
$8.84M 0.77%
218,377
+59,856
41
$8.83M 0.77%
40,642
+15,717
42
$8.31M 0.72%
93,996
+25,508
43
$8.27M 0.72%
267,156
+70,859
44
$8.07M 0.7%
45,339
+14,621
45
$7.97M 0.69%
33,215
+9,298
46
$7.92M 0.69%
277,632
47
$7.43M 0.65%
277,560
+76,080
48
$7.01M 0.61%
71,608
+19,728
49
$6.88M 0.6%
23,169
50
$6.46M 0.56%
+96,744
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