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
$1.32B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$20.3M
3
+$15.7M
4
CRM icon
Salesforce
CRM
+$11.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

1
+$22.8M
2
+$11.9M
3
+$11.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.6M
5
HDB icon
HDFC Bank
HDB
+$3.63M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 12.77%
3 Financials 10.38%
4 Industrials 8.16%
5 Healthcare 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.86M 0.44%
165,771
-6,979
52
$5.82M 0.44%
657,028
+14,392
53
$5.53M 0.42%
+114,764
54
$5.47M 0.41%
+259,270
55
$5.4M 0.41%
83,411
-42,789
56
$5.39M 0.41%
+25,413
57
$5.17M 0.39%
163,018
-114,614
58
$4.84M 0.37%
+29,201
59
$4.77M 0.36%
+183,750
60
$3.89M 0.29%
125,014
-23,827
61
$3.86M 0.29%
68,214
-5,115
62
$3.55M 0.27%
54,468
+728
63
$3.3M 0.25%
125,520
64
$2.38M 0.18%
14,370
65
$1.8M 0.14%
55,000
66
$1.76M 0.13%
12,310
67
$1.57M 0.12%
17,893
+279
68
$1.5M 0.11%
25,386
+301
69
$1.42M 0.11%
23,302
+19,194
70
$1.4M 0.11%
7,441
+7,293
71
$1.22M 0.09%
17,540
-30,655
72
$1.21M 0.09%
22,455
-5,777
73
$1.03M 0.08%
88,080
+6,380
74
$1M 0.08%
27,700
75
$926K 0.07%
+10,947
1 2
3
4