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
$5.92B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$148M
3
+$139M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$119M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$116M

Top Sells

1
+$21.7M
2
+$21M
3
+$5.46M
4
AON icon
Aon
AON
+$4.78M
5
HUBS icon
HubSpot
HUBS
+$2.63M

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Industrials 0.67%
4 Healthcare 0.65%
5 Communication Services 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.5M 0.65%
647,546
-353,951
27
$38.4M 0.65%
839,585
+239,534
28
$30.9M 0.52%
280,853
+127,528
29
$29.9M 0.51%
256,859
+163,838
30
$28.8M 0.49%
348,651
+82,008
31
$27M 0.46%
175,970
+152,236
32
$26.1M 0.44%
344,447
+151,789
33
$23.5M 0.4%
398,892
+60,510
34
$23.3M 0.39%
257,341
+142,182
35
$22.4M 0.38%
278,280
+139,700
36
$20.5M 0.35%
193,892
+169,520
37
$18.4M 0.31%
225,418
-15,987
38
$18M 0.3%
330,341
+166,270
39
$17.3M 0.29%
101,407
+75,022
40
$16.5M 0.28%
559,637
+406,325
41
$16M 0.27%
175,832
+43,399
42
$15.7M 0.27%
267,057
+224,969
43
$14.9M 0.25%
105,813
+17,005
44
$13.5M 0.23%
+144,494
45
$13.3M 0.23%
120,599
+70,161
46
$12.7M 0.21%
+73,364
47
$12.6M 0.21%
62,911
+24,303
48
$12.3M 0.21%
+366,467
49
$12.2M 0.21%
290,246
+145,123
50
$11.8M 0.2%
267,073
+131,742
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