PCIG
Partners Capital Investment Group Portfolio holdings
AUM
$2.5B
This Quarter Return
+3.68%
1 Year Return
+9.71%
3 Year Return
+33.72%
5 Year Return
+50.45%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$1.01B
(-0.85%)
Cap. Flow
-$33.3M
Cap. Flow
% of AUM
-3.31%
Top 10 Holdings %
Top 10 Hldgs %
45.4%
Holding
95
New
13
Increased
37
Reduced
24
Closed
9
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$9.82M |
| 2 |
Altice USA
ATUS
|
$6.75M |
| 3 |
Vanguard Value ETF
VTV
|
$6.1M |
| 4 |
UnitedHealth
UNH
|
$6.08M |
| 5 |
Meta Platforms (Facebook)
META
|
$5.93M |
Top Sells
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
$44.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$19.5M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$8.2M |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$5.17M |
| 5 |
iShares Global REIT ETF
REET
|
$3.93M |
Sector Composition
| 1 | Technology | 16.22% |
| 2 | Financials | 14.52% |
| 3 | Consumer Discretionary | 12.73% |
| 4 | Industrials | 9.31% |
| 5 | Healthcare | 6.81% |
