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
$1.46B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$116M
3
+$41.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$37.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$17M

Top Sells

1
+$39.9M
2
+$20.3M
3
+$12M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$11.8M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$9.96M

Sector Composition

1 Technology 9.19%
2 Consumer Discretionary 8.32%
3 Financials 6.33%
4 Healthcare 4.6%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.43%
178,496
+78,185
52
$5.88M 0.4%
104,456
+28,199
53
$5.79M 0.4%
239,402
+114,388
54
$5.64M 0.39%
73,219
+55,326
55
$5.43M 0.37%
172,084
+75,729
56
$5.32M 0.36%
20,627
-2,542
57
$5.17M 0.35%
97,011
-17,753
58
$4.94M 0.34%
25,413
59
$4.71M 0.32%
140,269
-92,999
60
$4.45M 0.3%
249,925
-9,345
61
$4.36M 0.3%
+53,000
62
$4.29M 0.29%
+96,794
63
$4.04M 0.28%
+152,746
64
$3.6M 0.25%
29,201
65
$3.25M 0.22%
166,990
-16,760
66
$3.21M 0.22%
+136,942
67
$2.41M 0.16%
+38,565
68
$2.27M 0.15%
106,440
-19,080
69
$2.09M 0.14%
+37,821
70
$1.82M 0.12%
12,310
71
$1.21M 0.08%
13,929
+2,982
72
$1.1M 0.08%
7,441
73
$1.1M 0.08%
43,050
-11,950
74
$946K 0.06%
22,455
75
$938K 0.06%
17,540
1 2
3
4 5