PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.5B
1-Year Est. Return 9.71%
This Quarter Est. Return
1 Year Est. Return
+9.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$42.9M
3
+$16.6M
4
IYW icon
iShares US Technology ETF
IYW
+$12M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.1M

Top Sells

1
+$333M
2
+$246M
3
+$197M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$98.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$89.2M

Sector Composition

1 Industrials 0.64%
2 Healthcare 0.62%
3 Financials 0.61%
4 Communication Services 0.44%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 0.54%
213,037
+178,102
27
$18.6M 0.5%
227,424
-41,641
28
$17M 0.46%
212,739
-12,920
29
$16.7M 0.45%
154,186
-165,961
30
$15M 0.41%
210,886
+106,491
31
$14.7M 0.4%
140,566
-339,216
32
$13.2M 0.36%
154,863
-179,973
33
$12.6M 0.34%
169,134
-90,816
34
$12M 0.32%
+88,808
35
$11.2M 0.3%
226,698
-56,248
36
$10.6M 0.29%
246,985
-193,157
37
$9.68M 0.26%
300,203
-23,725
38
$8.37M 0.23%
+145,701
39
$8.09M 0.22%
138,114
-259,361
40
$7.07M 0.19%
70,336
-75,336
41
$6.99M 0.19%
80,770
-107,372
42
$6.8M 0.18%
11,705
+10,464
43
$6.79M 0.18%
24,873
-26,654
44
$6.76M 0.18%
5,492
-6,250
45
$6.69M 0.18%
162,890
-80,305
46
$6.54M 0.18%
40,934
-43,162
47
$6.48M 0.18%
25,458
-27,025
48
$6.28M 0.17%
64,599
-70,054
49
$6.28M 0.17%
54,007
-10,488
50
$6.27M 0.17%
57,877
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