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
$5.92B
AUM Growth
+$2.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$579M
2
+$222M
3
+$209M
4
VT icon
Vanguard Total World Stock ETF
VT
+$179M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$117M

Top Sells

1
+$31.8M
2
+$6.42M
3
+$5.91M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.75M
5
UPS icon
United Parcel Service
UPS
+$5.01M

Sector Composition

1 Technology 1.75%
2 Financials 0.85%
3 Communication Services 0.74%
4 Healthcare 0.65%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.8M 0.18%
43,413
+18,540
52
$10.7M 0.18%
62,467
+29,611
53
$10.7M 0.18%
71,488
+30,554
54
$10.6M 0.18%
+267,371
55
$10.5M 0.18%
306,940
+134,467
56
$10.1M 0.17%
113,423
+48,824
57
$10M 0.17%
300,203
58
$9.8M 0.17%
193,045
+83,521
59
$9.73M 0.16%
44,220
+18,762
60
$9.72M 0.16%
36,747
+15,880
61
$9.2M 0.16%
36,087
+15,435
62
$9.01M 0.15%
271,146
+115,006
63
$8.97M 0.15%
+20,080
64
$8.78M 0.15%
39,053
+16,509
65
$8.57M 0.14%
17,847
+9,869
66
$8.17M 0.14%
27,862
+11,813
67
$7.51M 0.13%
89,652
+38,110
68
$7.5M 0.13%
180,682
+76,420
69
$7.33M 0.12%
36,223
+18,163
70
$7.17M 0.12%
172,582
+103,272
71
$6.41M 0.11%
8,207
+4,296
72
$6.21M 0.1%
54,007
73
$5.94M 0.1%
57,877
74
$5.76M 0.1%
+101,607
75
$5.62M 0.09%
+203,746
1 2
3
4 5