PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.5B
1-Year Est. Return 9.71%
This Quarter Est. Return
1 Year Est. Return
+9.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$860M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$42.9M
3
+$16.6M
4
IYW icon
iShares US Technology ETF
IYW
+$12M
5
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$10.1M

Top Sells

1
+$333M
2
+$246M
3
+$197M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$98.8M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$89.2M

Sector Composition

1 Industrials 0.64%
2 Healthcare 0.62%
3 Financials 0.61%
4 Communication Services 0.44%
5 Energy 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.22M 0.17%
20,652
-23,584
52
$6.05M 0.16%
40,101
-54,080
53
$5.98M 0.16%
51,671
-68,339
54
$5.91M 0.16%
23,665
-26,097
55
$5.82M 0.16%
20,867
-26,476
56
$5.8M 0.16%
135,555
-228,173
57
$5.79M 0.16%
156,140
-161,757
58
$5.65M 0.15%
104,262
-105,016
59
$5.54M 0.15%
22,544
-24,427
60
$5.49M 0.15%
51,542
-52,282
61
$5.4M 0.15%
32,856
-73,418
62
$5.39M 0.15%
172,473
-183,027
63
$5.36M 0.14%
16,049
-16,694
64
$5.01M 0.14%
33,726
-35,102
65
$4.86M 0.13%
142,121
-30,895
66
$4.73M 0.13%
109,524
-113,563
67
$4.69M 0.13%
150,754
-363,191
68
$4.04M 0.11%
+36,516
69
$3.88M 0.11%
18,880
-24,620
70
$3.8M 0.1%
18,060
-9,727
71
$3.77M 0.1%
249,968
72
$3.71M 0.1%
74,786
+54,490
73
$3.56M 0.1%
65,354
-7,073
74
$3.54M 0.1%
7,978
-9,820
75
$3.29M 0.09%
5,249
-5,424
1 2
3
4 5