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
$2.33B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$80.8M
3
+$36.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$26.6M

Top Sells

1
+$119M
2
+$28.8M
3
+$23.7M
4
IAU icon
iShares Gold Trust
IAU
+$22.9M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$20.4M

Sector Composition

1 Financials 3.97%
2 Technology 3.21%
3 Communication Services 2.41%
4 Industrials 2.36%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.1M 0.35%
88,168
+22,415
52
$7.96M 0.34%
18,564
-4,837
53
$7.95M 0.34%
87,200
+16,558
54
$7.93M 0.34%
251,821
+29,889
55
$7.87M 0.34%
+66,881
56
$7.87M 0.34%
42,928
57
$7.21M 0.31%
25,018
-45,211
58
$7.01M 0.3%
+157,244
59
$6.95M 0.3%
80,291
-49,208
60
$6.82M 0.29%
125,527
+590
61
$6.73M 0.29%
14,476
-2,326
62
$6.58M 0.28%
16,084
-22,056
63
$6.48M 0.28%
+65,094
64
$6.47M 0.28%
31,965
-10,008
65
$6.32M 0.27%
365,885
-605,476
66
$5.92M 0.25%
54,007
-12,034
67
$5.82M 0.25%
158,885
+11,705
68
$5.64M 0.24%
67,944
-7,816
69
$5.6M 0.24%
81,502
70
$5.48M 0.24%
14,703
-1,423
71
$5.39M 0.23%
127,265
-5,549
72
$5.36M 0.23%
57,877
-30,818
73
$5.32M 0.23%
103,497
-30,959
74
$5.29M 0.23%
83,251
+1,614
75
$5.08M 0.22%
36,994
+1,493
1 2
3
4 5