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
$2.18B
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.8M
3
+$24.6M
4
SHOP icon
Shopify
SHOP
+$24.4M
5
CBRE icon
CBRE Group
CBRE
+$22.7M

Top Sells

1
+$31.7M
2
+$26.8M
3
+$24.4M
4
UAL icon
United Airlines
UAL
+$23.8M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$18M

Sector Composition

1 Technology 11.98%
2 Financials 10.21%
3 Consumer Discretionary 8.56%
4 Communication Services 7.17%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16M 0.73%
337,086
-3,074
52
$14.4M 0.66%
284,305
+45,896
53
$14.2M 0.65%
684,588
-78,394
54
$14.1M 0.64%
32,772
+2,470
55
$13.2M 0.61%
195,045
+1,001
56
$11.1M 0.51%
527,500
57
$9.13M 0.42%
267,238
+58,690
58
$8.71M 0.4%
27,323
59
$7.96M 0.36%
+69,364
60
$7.76M 0.36%
+99,500
61
$7.21M 0.33%
173,856
+33,051
62
$6.53M 0.3%
212,814
63
$6.43M 0.29%
175,826
64
$6.03M 0.28%
150,101
+1,106
65
$5.81M 0.27%
57,073
-1,244
66
$5.64M 0.26%
183,425
-51,594
67
$5.07M 0.23%
92,503
68
$4.75M 0.22%
52,360
-13,937
69
$4.63M 0.21%
91,690
-49,656
70
$4.57M 0.21%
45,775
+6,305
71
$4.51M 0.21%
562,052
+160,256
72
$4.42M 0.2%
41,888
+3,086
73
$4.04M 0.19%
50,483
74
$4.02M 0.18%
105,502
75
$3.7M 0.17%
34,192
+5,069
1 2
3
4 5