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
$3.63B
AUM Growth
-$2.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.35M
3
+$5.04M
4
QSR icon
Restaurant Brands International
QSR
+$4.97M
5
DE icon
Deere & Co
DE
+$4.89M

Top Sells

1
+$504M
2
+$164M
3
+$160M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$144M
5
VT icon
Vanguard Total World Stock ETF
VT
+$104M

Sector Composition

1 Financials 0.68%
2 Industrials 0.51%
3 Communication Services 0.46%
4 Technology 0.45%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.8M 0.65%
354,351
-343,308
27
$21.9M 0.6%
266,643
-148,834
28
$19.2M 0.53%
338,382
-62,709
29
$18.4M 0.51%
241,405
+1,938
30
$16.9M 0.47%
153,325
-180,931
31
$14.2M 0.39%
88,808
-16,989
32
$13.5M 0.37%
192,658
-28,353
33
$12.4M 0.34%
138,580
-172,816
34
$11.6M 0.32%
+132,433
35
$11.2M 0.31%
336,346
-47,779
36
$10.9M 0.3%
93,021
-166,955
37
$10.3M 0.28%
115,159
-135,847
38
$9.81M 0.27%
197,135
-37,089
39
$8.53M 0.23%
38,608
+2,261
40
$7.69M 0.21%
164,071
-164,484
41
$6.32M 0.17%
145,123
+1,716
42
$6.11M 0.17%
57,877
43
$6.01M 0.17%
31,748
-34,199
44
$5.93M 0.16%
135,331
-161,372
45
$5.71M 0.16%
28,932
-29,549
46
$5.55M 0.15%
50,438
-110,531
47
$5.46M 0.15%
112,319
-178,065
48
$5.43M 0.15%
4,288
-4,939
49
$5.41M 0.15%
9,237
+6,118
50
$5.35M 0.15%
+16,921
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2
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