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
$298M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$22M
3
+$18.1M
4
EQIX icon
Equinix
EQIX
+$17.6M
5
MDLZ icon
Mondelez International
MDLZ
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.71%
2 Financials 14.34%
3 Healthcare 11.35%
4 Communication Services 9.06%
5 Consumer Staples 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96K 0.03%
+1,199
52
$75K 0.03%
+2,498
53
$69K 0.02%
+682
54
$55K 0.02%
+2,166
55
$44K 0.01%
+1,944
56
$44K 0.01%
+382
57
$36K 0.01%
+339
58
$33K 0.01%
+2,336
59
$30K 0.01%
+294
60
$24K 0.01%
+743
61
$23K 0.01%
+453
62
$1K ﹤0.01%
+7
1 2
3