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
$1.32B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$20.3M
3
+$15.7M
4
CRM icon
Salesforce
CRM
+$11.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

1
+$22.8M
2
+$11.9M
3
+$11.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.6M
5
HDB icon
HDFC Bank
HDB
+$3.63M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 12.77%
3 Financials 10.38%
4 Industrials 8.16%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.04%
70,623
+105
27
$13.2M 1%
729,249
+40,215
28
$13.1M 0.99%
297,913
29
$13.1M 0.99%
213,173
+5,212
30
$12.1M 0.91%
138,034
+3,418
31
$11.9M 0.9%
+73,157
32
$11.8M 0.9%
101,486
+88,990
33
$11.8M 0.89%
254,372
-16,670
34
$11.8M 0.89%
145,362
+7,166
35
$11.7M 0.89%
429,386
+17,030
36
$10.4M 0.79%
233,268
-67,956
37
$10.3M 0.78%
34,186
+971
38
$9.96M 0.75%
302,162
39
$9.63M 0.73%
46,928
+1,589
40
$9.61M 0.73%
273,042
+5,886
41
$9.51M 0.72%
259,806
+9,076
42
$9.2M 0.7%
284,300
+6,740
43
$8.78M 0.67%
223,922
+5,545
44
$8.49M 0.64%
96,355
+2,359
45
$8.25M 0.62%
76,257
+2,119
46
$7.94M 0.6%
73,436
+1,828
47
$7.46M 0.56%
23,169
48
$7.01M 0.53%
100,311
+3,567
49
$6.3M 0.48%
57,146
+57,030
50
$5.88M 0.44%
192,541
+19,520
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