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
$1.15B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$13.2M
3
+$12.9M
4
CC icon
Chemours
CC
+$10.3M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.41M

Top Sells

1
+$12M
2
+$10M
3
+$8.94M
4
SBAC icon
SBA Communications
SBAC
+$8.67M
5
VOYA icon
Voya Financial
VOYA
+$8.07M

Sector Composition

1 Technology 15.45%
2 Consumer Discretionary 13.31%
3 Financials 12.98%
4 Industrials 8.87%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.22M 0.54%
126,200
52
$5.18M 0.45%
173,021
-211
53
$5.04M 0.44%
172,750
54
$4.67M 0.41%
642,636
+176,359
55
$4.44M 0.39%
148,841
-4,190
56
$4.28M 0.37%
73,329
+5,700
57
$3.28M 0.29%
+53,740
58
$3.14M 0.27%
48,195
-15,478
59
$3.04M 0.26%
125,520
60
$2.17M 0.19%
14,370
61
$1.71M 0.15%
12,310
62
$1.65M 0.14%
55,000
63
$1.53M 0.13%
17,614
+226
64
$1.45M 0.13%
12,496
-103,244
65
$1.43M 0.12%
28,232
-199,020
66
$1.42M 0.12%
+25,085
67
$939K 0.08%
27,700
68
$891K 0.08%
81,700
69
$570K 0.05%
17,616
+367
70
$558K 0.05%
10,799
71
$521K 0.05%
8,540
+6,500
72
$467K 0.04%
2,475
73
$446K 0.04%
3,740
74
$426K 0.04%
18,090
75
$423K 0.04%
3,636
1 2
3
4